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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 | $83,533 | $136,860-39.0% | $120,344-30.6% | $154,746-46.0% |
| Participation rate | 77.3% | 79.9%-2.6pp | 76.7%+0.6pp | 80.7%-3.4pp |
| Annual return | 19.01% | 21.38%-2.4pp | 20.30%-1.3pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,576 | $3,533+1.2% | $3,020+18.4% | $4,379-18.3% |
| Participant deferral / active EE | $7,434 | $5,793+28.3% | $5,135+44.8% | $6,730+10.5% |
| Admin fee / account holder | $2,939 | $15,393-80.9% | $12,742-76.9% | $14,365-79.5% |