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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,608 | $45,082+67.7% | $69,464+8.8% | $72,975+3.6% |
| Participation rate | 82.6% | 68.5%+14.1pp | 74.6%+8.0pp | 69.5%+13.1pp |
| Annual return | 13.24% | 22.66%-9.4pp | 28.98%-15.7pp | 81.01%-67.8pp |
| Employer contribution / active EE | $1,825 | $2,055-11.2% | $2,779-34.3% | $2,440-25.2% |
| Participant deferral / active EE | $1,429 | $2,604-45.1% | $3,536-59.6% | $3,608-60.4% |
| Admin fee / account holder | $13,405 | $3,057+338.5% | $3,840+249.1% | $5,124+161.6% |