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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 | $78,111 | $106,524-26.7% | $152,301-48.7% | $87,485-10.7% |
| Participation rate | 88.1% | 75.8%+12.4pp | 82.4%+5.7pp | 68.9%+19.2pp |
| Annual return | 21.61% | 26.89%-5.3pp | 80.50%-58.9pp | 26.06%-4.5pp |
| Employer contribution / active EE | $3,049 | $3,371-9.6% | $4,624-34.1% | $2,596+17.4% |
| Participant deferral / active EE | $6,475 | $6,525-0.8% | $8,004-19.1% | $4,274+51.5% |
| Admin fee / account holder | $687 | $8,287-91.7% | $14,398-95.2% | $7,775-91.2% |