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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 | $75,751 | $81,276-6.8% | $155,574-51.3% | $80,925-6.4% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.7%+16.3pp |
| Annual return | 13.01% | 33.36%-20.3pp | 64.87%-51.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $2,893 | $3,103-6.8% | $4,676-38.1% | $2,756+5.0% |
| Participant deferral / active EE | $2,681 | $3,453-22.4% | $5,629-52.4% | $4,299-37.6% |
| Admin fee / account holder | $4,743 | $7,993-40.7% | $15,914-70.2% | $6,940-31.7% |