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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 | $52,825 | $146,267-63.9% | $197,124-73.2% | $82,448-35.9% |
| Participation rate | 82.5% | 84.0%-1.6pp | 86.7%-4.3pp | 68.1%+14.4pp |
| Annual return | 22.57% | 29.61%-7.0pp | 44.34%-21.8pp | 41.64%-19.1pp |
| Employer contribution / active EE | $3,859 | $4,723-18.3% | $6,227-38.0% | $2,551+51.3% |
| Participant deferral / active EE | $7,013 | $7,035-0.3% | $9,135-23.2% | $4,139+69.4% |
| Admin fee / account holder | $9,239 | $14,422-35.9% | $16,298-43.3% | $7,234+27.7% |