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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 | $68,748 | $146,267-53.0% | $197,124-65.1% | $82,448-16.6% |
| Participation rate | 81.3% | 84.0%-2.8pp | 86.7%-5.5pp | 68.1%+13.2pp |
| Annual return | 18.57% | 29.61%-11.0pp | 44.34%-25.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $6,892 | $4,723+45.9% | $6,227+10.7% | $2,551+170.2% |
| Participant deferral / active EE | $11,640 | $7,035+65.5% | $9,135+27.4% | $4,139+181.2% |
| Admin fee / account holder | $7,845 | $14,422-45.6% | $16,298-51.9% | $7,234+8.4% |