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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 | $63,049 | $87,834-28.2% | $133,975-52.9% | $62,881+0.3% |
| Participation rate | 73.4% | 83.4%-10.0pp | 87.1%-13.6pp | 69.3%+4.1pp |
| Annual return | 6.73% | 12.05%-5.3pp | 29.29%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,628 | $3,482-24.5% | $5,211-49.6% | $2,281+15.2% |
| Participant deferral / active EE | $4,351 | $4,812-9.6% | $6,282-30.7% | $3,203+35.8% |
| Admin fee / account holder | $5,502 | $5,372+2.4% | $9,324-41.0% | $4,296+28.1% |