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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 | $57,747 | $86,949-33.6% | $102,460-43.6% | $80,959-28.7% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 17.27% | 18.89%-1.6pp | 29.47%-12.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,043 | $2,370-13.8% | $3,025-32.5% | $2,757-25.9% |
| Participant deferral / active EE | $2,630 | $4,121-36.2% | $5,056-48.0% | $4,300-38.9% |
| Admin fee / account holder | $23,002 | $8,048+185.8% | $9,460+143.1% | $6,925+232.1% |