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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 | $78,197-16.7% | $98,090-33.6% | $82,637-21.2% |
| Participation rate | 73.3% | 77.5%-4.1pp | 81.5%-8.2pp | 68.1%+5.3pp |
| Annual return | 14.94% | 40.25%-25.3pp | 37.05%-22.1pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,256 | $2,605-13.4% | $3,606-37.4% | $2,552-11.6% |
| Participant deferral / active EE | $4,492 | $6,636-32.3% | $7,845-42.7% | $4,126+8.9% |
| Admin fee / account holder | $20,499 | $14,832+38.2% | $11,815+73.5% | $7,339+179.3% |