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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 | $86,940-43.6% | $102,434-52.1% | $80,935-39.4% |
| Participation rate | 72.6% | 72.4%+0.2pp | 76.5%-3.9pp | 67.7%+4.9pp |
| Annual return | 12.33% | 18.89%-6.6pp | 29.46%-17.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,569 | $2,370+8.4% | $3,023-15.0% | $2,757-6.8% |
| Participant deferral / active EE | $2,917 | $4,121-29.2% | $5,055-42.3% | $4,299-32.2% |
| Admin fee / account holder | $17,464 | $8,047+117.0% | $9,462+84.6% | $6,924+152.2% |