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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 | $129,838 | $143,969-9.8% | $199,883-35.0% | $82,637+57.1% |
| Participation rate | 83.9% | 84.1%-0.3pp | 86.8%-2.9pp | 68.1%+15.8pp |
| Annual return | 16.40% | 25.67%-9.3pp | 43.81%-27.4pp | 53.51%-37.1pp |
| Employer contribution / active EE | $4,045 | $4,632-12.7% | $6,261-35.4% | $2,552+58.5% |
| Participant deferral / active EE | $6,932 | $6,937-0.1% | $9,138-24.1% | $4,126+68.0% |
| Admin fee / account holder | $3,725 | $14,597-74.5% | $17,268-78.4% | $7,339-49.2% |