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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 | $69,889 | $110,137-36.5% | $161,149-56.6% | $82,637-15.4% |
| Participation rate | 78.1% | 72.4%+5.8pp | 78.8%-0.7pp | 68.1%+10.1pp |
| Annual return | 12.47% | 20.69%-8.2pp | 21.16%-8.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,626 | $2,856-43.1% | $4,360-62.7% | $2,552-36.3% |
| Participant deferral / active EE | $3,396 | $4,575-25.8% | $6,153-44.8% | $4,126-17.7% |
| Admin fee / account holder | $12,551 | $9,467+32.6% | $15,194-17.4% | $7,339+71.0% |