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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 | $62,403 | $63,082-1.1% | $81,726-23.6% | $79,856-21.9% |
| Participation rate | 79.7% | 67.5%+12.2pp | 72.0%+7.7pp | 69.6%+10.0pp |
| Annual return | 11.43% | 22.66%-11.2pp | 29.49%-18.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,493 | $1,795-16.8% | $4,311-65.4% | $2,471-39.6% |
| Participant deferral / active EE | $2,124 | $2,780-23.6% | $7,108-70.1% | $3,741-43.2% |
| Admin fee / account holder | $8,557 | $4,428+93.2% | $5,160+65.8% | $5,306+61.3% |