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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 | $76,443 | $136,860-44.1% | $120,344-36.5% | $154,746-50.6% |
| Participation rate | 78.3% | 79.9%-1.6pp | 76.7%+1.6pp | 80.7%-2.4pp |
| Annual return | 16.08% | 21.38%-5.3pp | 20.30%-4.2pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,476 | $3,533-29.9% | $3,020-18.0% | $4,379-43.5% |
| Participant deferral / active EE | $3,426 | $5,793-40.9% | $5,135-33.3% | $6,730-49.1% |
| Admin fee / account holder | $2,745 | $15,393-82.2% | $12,742-78.5% | $14,365-80.9% |