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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 | $66,024 | $91,198-27.6% | $178,503-63.0% | $79,856-17.3% |
| Participation rate | 79.8% | 69.2%+10.6pp | 81.9%-2.1pp | 69.6%+10.1pp |
| Annual return | 12.10% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,115 | $3,257-35.0% | $5,011-57.8% | $2,471-14.4% |
| Participant deferral / active EE | $4,852 | $3,237+49.9% | $5,202-6.7% | $3,741+29.7% |
| Admin fee / account holder | $3,179 | $6,748-52.9% | $13,987-77.3% | $5,306-40.1% |