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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 | $61,687 | $54,541+13.1% | $78,778-21.7% | $70,126-12.0% |
| Participation rate | 85.0% | 60.8%+24.2pp | 69.2%+15.8pp | 69.5%+15.5pp |
| Annual return | 13.51% | 21.07%-7.6pp | 35.62%-22.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,005 | $1,089+84.2% | $1,986+1.0% | $2,343-14.4% |
| Participant deferral / active EE | $1,510 | $2,210-31.7% | $2,958-49.0% | $3,332-54.7% |
| Admin fee / account holder | $12,103 | $3,709+226.4% | $5,134+135.7% | $4,645+160.5% |