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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 | $56,173 | $84,414-33.5% | $165,071-66.0% | - |
| Participation rate | 81.8% | 69.4%+12.5pp | 78.6%+3.2pp | - |
| Annual return | 13.81% | 13.94%-0.1pp | 70.17%-56.4pp | - |
| Employer contribution / active EE | $2,083 | $2,400-13.2% | $4,347-52.1% | - |
| Participant deferral / active EE | $3,742 | $4,277-12.5% | $6,035-38.0% | - |
| Admin fee / account holder | $4,604 | $4,429+4.0% | $12,695-63.7% | - |