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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 | $65,731 | $93,055-29.4% | $153,741-57.2% | $80,959-18.8% |
| Participation rate | 76.5% | 69.0%+7.5pp | 77.1%-0.6pp | 67.7%+8.8pp |
| Annual return | 11.06% | 19.97%-8.9pp | 15.71%-4.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,115 | $3,504-11.1% | $5,042-38.2% | $2,757+13.0% |
| Participant deferral / active EE | $3,851 | $5,172-25.5% | $6,757-43.0% | $4,300-10.5% |
| Admin fee / account holder | $18,728 | $8,881+110.9% | $12,749+46.9% | $6,925+170.4% |