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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 | $26,766 | $135,956-80.3% | $123,894-78.4% | $273,972-90.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.12% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,146 | $5,170-19.8% | $4,617-10.2% | $4,869-14.8% |
| Participant deferral / active EE | $3,607 | $6,343-43.1% | $5,984-39.7% | $5,287-31.8% |
| Admin fee / account holder | $29,567 | $9,817+201.2% | $8,357+253.8% | $10,133+191.8% |