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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 | $41,463 | $102,245-59.4% | $89,340-53.6% | $137,256-69.8% |
| Participation rate | 70.6% | 74.9%-4.3pp | 69.6%+1.0pp | 80.0%-9.4pp |
| Annual return | 21.55% | 21.89%-0.3pp | 20.57%+1.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,357 | $2,529-6.8% | $2,231+5.6% | $4,156-43.3% |
| Participant deferral / active EE | $4,493 | $4,436+1.3% | $3,823+17.5% | $6,407-29.9% |
| Admin fee / account holder | $4,538 | $8,085-43.9% | $6,704-32.3% | $12,270-63.0% |