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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 | $95,786 | $60,349+58.7% | $74,184+29.1% | $62,881+52.3% |
| Participation rate | 70.5% | 72.7%-2.3pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 7.07% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,065 | $1,680-36.6% | $2,370-55.1% | $2,281-53.3% |
| Participant deferral / active EE | $2,489 | $2,856-12.8% | $3,550-29.9% | $3,203-22.3% |
| Admin fee / account holder | $9,467 | $4,261+122.2% | $5,586+69.5% | $4,296+120.4% |