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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 | $77,492-5.8% | $100,398-27.3% | $80,911-9.8% |
| Participation rate | 75.8% | 76.9%-1.1pp | 81.5%-5.7pp | 67.6%+8.2pp |
| Annual return | 14.72% | 37.23%-22.5pp | 49.32%-34.6pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,957 | $2,800+5.6% | $3,946-25.1% | $2,756+7.3% |
| Participant deferral / active EE | $6,072 | $6,817-10.9% | $8,084-24.9% | $4,297+41.3% |
| Admin fee / account holder | $4,261 | $5,892-27.7% | $7,893-46.0% | $6,935-38.6% |