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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 | $83,375 | $106,524-21.7% | $152,301-45.3% | $87,485-4.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 17.45% | 26.89%-9.4pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $3,007 | $3,371-10.8% | $4,624-35.0% | $2,596+15.8% |
| Participant deferral / active EE | $9,062 | $6,525+38.9% | $8,004+13.2% | $4,274+112.0% |
| Admin fee / account holder | $5,795 | $8,287-30.1% | $14,398-59.8% | $7,775-25.5% |