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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 | $59,718 | $77,472-22.9% | $100,415-40.5% | $80,959-26.2% |
| Participation rate | 73.6% | 76.9%-3.4pp | 81.5%-7.9pp | 67.7%+5.9pp |
| Annual return | 15.51% | 37.26%-21.7pp | 49.47%-34.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,719 | $2,800-38.6% | $3,943-56.4% | $2,757-37.7% |
| Participant deferral / active EE | $4,531 | $6,818-33.5% | $8,091-44.0% | $4,300+5.4% |
| Admin fee / account holder | $9,892 | $5,885+68.1% | $7,906+25.1% | $6,925+42.8% |