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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 | $74,708 | $106,749-30.0% | $145,433-48.6% | $82,448-9.4% |
| Participation rate | 80.5% | 75.6%+4.8pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 17.37% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,994 | $3,444-13.1% | $4,554-34.3% | $2,551+17.4% |
| Participant deferral / active EE | $6,806 | $6,519+4.4% | $7,897-13.8% | $4,139+64.4% |
| Admin fee / account holder | $13,390 | $8,390+59.6% | $13,129+2.0% | $7,234+85.1% |