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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 | $83,737 | $63,809+31.2% | $81,353+2.9% | $80,935+3.5% |
| Participation rate | 72.1% | 63.9%+8.2pp | 69.5%+2.6pp | 67.7%+4.4pp |
| Annual return | 15.33% | 16.37%-1.0pp | 24.82%-9.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,708 | $1,981-13.8% | $2,464-30.7% | $2,757-38.0% |
| Participant deferral / active EE | $3,157 | $3,093+2.1% | $3,885-18.7% | $4,299-26.6% |
| Admin fee / account holder | $18,048 | $5,686+217.4% | $5,766+213.0% | $6,924+160.6% |