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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 | $65,983 | $86,949-24.1% | $102,460-35.6% | $80,959-18.5% |
| Participation rate | 93.2% | 72.4%+20.9pp | 76.5%+16.7pp | 67.7%+25.6pp |
| Annual return | 11.78% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,147 | $2,370-51.6% | $3,025-62.1% | $2,757-58.4% |
| Participant deferral / active EE | $3,373 | $4,121-18.1% | $5,056-33.3% | $4,300-21.6% |
| Admin fee / account holder | $14,548 | $8,048+80.8% | $9,460+53.8% | $6,925+110.1% |