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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 | $143,969-42.2% | $199,883-58.4% | $82,637+0.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 86.8%-3.4pp | 68.1%+15.3pp |
| Annual return | 18.90% | 25.67%-6.8pp | 43.81%-24.9pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,637 | $4,632-43.1% | $6,261-57.9% | $2,552+3.3% |
| Participant deferral / active EE | $5,102 | $6,937-26.4% | $9,138-44.2% | $4,126+23.7% |
| Admin fee / account holder | $1,182 | $14,597-91.9% | $17,268-93.2% | $7,339-83.9% |