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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 | $84,433 | $106,524-20.7% | $152,301-44.6% | $87,485-3.5% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.4%-0.1pp | 68.9%+13.4pp |
| Annual return | 17.75% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,578 | $3,371-53.2% | $4,624-65.9% | $2,596-39.2% |
| Participant deferral / active EE | $7,460 | $6,525+14.3% | $8,004-6.8% | $4,274+74.5% |
| Admin fee / account holder | $10,037 | $8,287+21.1% | $14,398-30.3% | $7,775+29.1% |