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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 | $65,224 | $93,064-29.9% | $74,577-12.5% | $273,972-76.2% |
| Participation rate | 94.7% | 74.9%+19.8pp | 68.1%+26.6pp | 83.0%+11.7pp |
| Annual return | 8.37% | 26.18%-17.8pp | 20.47%-12.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,390 | $3,160-24.4% | $2,525-5.4% | $4,869-50.9% |
| Participant deferral / active EE | $3,680 | $4,160-11.6% | $3,458+6.4% | $5,287-30.4% |
| Admin fee / account holder | $3,637 | $5,273-31.0% | $4,138-12.1% | $10,133-64.1% |