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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 | $45,216 | $86,919-48.0% | $102,457-55.9% | $80,911-44.1% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.1pp | 67.6%+21.9pp |
| Annual return | 13.47% | 18.90%-5.4pp | 29.41%-15.9pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,637 | $2,368-30.9% | $3,022-45.8% | $2,756-40.6% |
| Participant deferral / active EE | $2,956 | $4,119-28.2% | $5,054-41.5% | $4,297-31.2% |
| Admin fee / account holder | $16,974 | $8,049+110.9% | $9,451+79.6% | $6,935+144.8% |