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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 | $66,508 | $123,478-46.1% | $216,567-69.3% | $94,015-29.3% |
| Participation rate | 84.3% | 75.1%+9.2pp | 81.6%+2.7pp | 70.8%+13.5pp |
| Annual return | 15.84% | 23.61%-7.8pp | 12.94%+2.9pp | 17.84%-2.0pp |
| Employer contribution / active EE | $2,550 | $3,136-18.7% | $5,216-51.1% | $2,790-8.6% |
| Participant deferral / active EE | $4,150 | $4,556-8.9% | $6,191-33.0% | $4,249-2.3% |
| Admin fee / account holder | $14,370 | $12,753+12.7% | $21,981-34.6% | $8,951+60.5% |