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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 | $67,194 | $138,393-51.4% | $184,256-63.5% | $80,959-17.0% |
| Participation rate | 70.4% | 83.9%-13.5pp | 86.8%-16.5pp | 67.7%+2.7pp |
| Annual return | 13.99% | 20.01%-6.0pp | 28.85%-14.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,810 | $4,847-21.4% | $6,427-40.7% | $2,757+38.2% |
| Participant deferral / active EE | $4,244 | $7,076-40.0% | $9,133-53.5% | $4,300-1.3% |
| Admin fee / account holder | $9,399 | $10,489-10.4% | $13,899-32.4% | $6,925+35.7% |