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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 | $49,053 | $86,919-43.6% | $102,457-52.1% | $80,911-39.4% |
| Participation rate | 72.6% | 72.4%+0.2pp | 76.5%-3.9pp | 67.6%+5.0pp |
| Annual return | 12.33% | 18.90%-6.6pp | 29.41%-17.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $2,569 | $2,368+8.5% | $3,022-15.0% | $2,756-6.8% |
| Participant deferral / active EE | $2,917 | $4,119-29.2% | $5,054-42.3% | $4,297-32.1% |
| Admin fee / account holder | $17,464 | $8,049+117.0% | $9,451+84.8% | $6,935+151.8% |