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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 | $65,112 | $78,520-17.1% | $96,576-32.6% | $82,448-21.0% |
| Participation rate | 73.3% | 77.7%-4.4pp | 81.4%-8.1pp | 68.1%+5.3pp |
| Annual return | 14.94% | 41.30%-26.4pp | 38.47%-23.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,256 | $2,630-14.2% | $3,553-36.5% | $2,551-11.6% |
| Participant deferral / active EE | $4,492 | $6,754-33.5% | $7,956-43.5% | $4,139+8.5% |
| Admin fee / account holder | $20,499 | $13,455+52.4% | $11,381+80.1% | $7,234+183.4% |