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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 | $69,491 | $95,453-27.2% | $112,040-38.0% | $82,448-15.7% |
| Participation rate | 81.7% | 72.8%+8.9pp | 76.5%+5.2pp | 68.1%+13.6pp |
| Annual return | 14.28% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,274 | $2,318+84.4% | $2,954+44.7% | $2,551+67.5% |
| Participant deferral / active EE | $3,794 | $4,224-10.2% | $5,098-25.6% | $4,139-8.3% |
| Admin fee / account holder | $45,100 | $9,013+400.4% | $12,098+272.8% | $7,234+523.4% |