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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 | $63,866 | $77,472-17.6% | $100,415-36.4% | $80,959-21.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.7%+7.3pp |
| Annual return | 14.86% | 37.26%-22.4pp | 49.47%-34.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,908 | $2,800+3.8% | $3,943-26.3% | $2,757+5.5% |
| Participant deferral / active EE | $5,248 | $6,818-23.0% | $8,091-35.1% | $4,300+22.0% |
| Admin fee / account holder | $3,898 | $5,885-33.8% | $7,906-50.7% | $6,925-43.7% |