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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 | $84,761 | $138,385-38.7% | $184,243-54.0% | $80,925+4.7% |
| Participation rate | 79.3% | 83.9%-4.5pp | 86.8%-7.5pp | 67.7%+11.7pp |
| Annual return | 15.50% | 20.02%-4.5pp | 28.82%-13.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,781 | $4,851-22.0% | $6,427-41.2% | $2,756+37.2% |
| Participant deferral / active EE | $7,773 | $7,075+9.9% | $9,132-14.9% | $4,299+80.8% |
| Admin fee / account holder | $4,484 | $10,489-57.2% | $13,914-67.8% | $6,940-35.4% |