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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 | $66,817 | $88,707-24.7% | $74,184-9.9% | $273,972-75.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.10% | 11.94%-2.8pp | 17.74%-8.6pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,303 | $3,159-58.7% | $2,370-45.0% | $4,869-73.2% |
| Participant deferral / active EE | $4,749 | $4,212+12.8% | $3,550+33.8% | $5,287-10.2% |
| Admin fee / account holder | $2,683 | $8,717-69.2% | $5,586-52.0% | $10,133-73.5% |