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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 | $78,466 | $208,526-62.4% | $96,515-18.7% | - |
| Participation rate | 71.7% | 66.0%+5.8pp | 74.3%-2.6pp | - |
| Annual return | 15.30% | 18.23%-2.9pp | 35.73%-20.4pp | - |
| Employer contribution / active EE | $2,738 | $2,182+25.5% | $3,740-26.8% | - |
| Participant deferral / active EE | $3,792 | $4,056-6.5% | $4,880-22.3% | - |
| Admin fee / account holder | $5,946 | $13,060-54.5% | $6,735-11.7% | - |