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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 | $72,999 | $77,472-5.8% | $100,415-27.3% | $80,959-9.8% |
| Participation rate | 75.8% | 76.9%-1.1pp | 81.5%-5.7pp | 67.7%+8.1pp |
| Annual return | 14.72% | 37.26%-22.5pp | 49.47%-34.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,957 | $2,800+5.6% | $3,943-25.0% | $2,757+7.2% |
| Participant deferral / active EE | $6,072 | $6,818-10.9% | $8,091-25.0% | $4,300+41.2% |
| Admin fee / account holder | $4,261 | $5,885-27.6% | $7,906-46.1% | $6,925-38.5% |