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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 | $83,241 | $146,267-43.1% | $197,124-57.8% | $82,448+1.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 86.7%-3.4pp | 68.1%+15.3pp |
| Annual return | 18.90% | 29.61%-10.7pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,637 | $4,723-44.2% | $6,227-57.6% | $2,551+3.4% |
| Participant deferral / active EE | $5,102 | $7,035-27.5% | $9,135-44.1% | $4,139+23.3% |
| Admin fee / account holder | $1,182 | $14,422-91.8% | $16,298-92.7% | $7,234-83.7% |