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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 | $65,372 | $78,027-16.2% | $178,528-63.4% | $80,925-19.2% |
| Participation rate | 71.9% | 65.7%+6.2pp | 77.1%-5.2pp | 67.7%+4.2pp |
| Annual return | 12.91% | 18.09%-5.2pp | 27.11%-14.2pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,910 | $2,281-16.3% | $3,950-51.7% | $2,756-30.7% |
| Participant deferral / active EE | $1,470 | $4,408-66.7% | $6,278-76.6% | $4,299-65.8% |
| Admin fee / account holder | $20,220 | $7,168+182.1% | $10,419+94.1% | $6,940+191.3% |