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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 | $74,397 | $123,793-39.9% | $177,840-58.2% | $79,852-6.8% |
| Participation rate | 92.7% | 84.7%+8.0pp | 87.7%+5.0pp | 69.6%+23.0pp |
| Annual return | 12.35% | 22.82%-10.5pp | 48.32%-36.0pp | 31.72%-19.4pp |
| Employer contribution / active EE | $3,346 | $4,095-18.3% | $5,919-43.5% | $2,471+35.4% |
| Participant deferral / active EE | $6,698 | $5,956+12.5% | $7,714-13.2% | $3,740+79.1% |
| Admin fee / account holder | $3,032 | $7,243-58.1% | $12,431-75.6% | $5,306-42.9% |