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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 | $71,212 | $95,453-25.4% | $112,040-36.4% | $82,448-13.6% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 16.26% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,554 | $2,318+10.2% | $2,954-13.6% | $2,551+0.1% |
| Participant deferral / active EE | $16,190 | $4,224+283.3% | $5,098+217.6% | $4,139+291.1% |
| Admin fee / account holder | $39,574 | $9,013+339.1% | $12,098+227.1% | $7,234+447.0% |