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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 | $76,240 | $96,562-21.0% | $80,976-5.8% | $273,968-72.2% |
| Participation rate | 81.0% | 79.1%+1.9pp | 75.8%+5.1pp | 83.0%-2.1pp |
| Annual return | 13.96% | 15.14%-1.2pp | 17.10%-3.1pp | 41.45%-27.5pp |
| Employer contribution / active EE | $3,054 | $4,868-37.3% | $3,714-17.8% | $4,869-37.3% |
| Participant deferral / active EE | $3,441 | $6,597-47.8% | $5,696-39.6% | $5,287-34.9% |
| Admin fee / account holder | $10,368 | $7,493+38.4% | $5,516+88.0% | $10,132+2.3% |