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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 | $58,078 | $81,233-28.5% | $155,567-62.7% | $80,874-28.2% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 14.38% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,916 | $3,101-6.0% | $4,674-37.6% | $2,756+5.8% |
| Participant deferral / active EE | $3,369 | $3,452-2.4% | $5,628-40.1% | $4,297-21.6% |
| Admin fee / account holder | $1,251 | $7,998-84.4% | $15,916-92.1% | $6,935-82.0% |