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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 | $57,142 | $138,386-58.7% | $184,260-69.0% | $80,935-29.4% |
| Participation rate | 82.5% | 83.9%-1.4pp | 86.8%-4.3pp | 67.7%+14.8pp |
| Annual return | 13.21% | 20.02%-6.8pp | 28.84%-15.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,884 | $4,851-19.9% | $6,427-39.6% | $2,757+40.9% |
| Participant deferral / active EE | $3,320 | $7,076-53.1% | $9,133-63.6% | $4,299-22.8% |
| Admin fee / account holder | $2,681 | $10,489-74.4% | $13,898-80.7% | $6,924-61.3% |