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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 | $79,923 | $135,956-41.2% | $123,894-35.5% | $273,972-70.8% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 8.30% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,180 | $5,170-57.8% | $4,617-52.8% | $4,869-55.2% |
| Participant deferral / active EE | $5,381 | $6,343-15.2% | $5,984-10.1% | $5,287+1.8% |
| Admin fee / account holder | $7,812 | $9,817-20.4% | $8,357-6.5% | $10,133-22.9% |