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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 | $145,431-63.7% | $211,142-75.0% | $87,485-39.6% |
| Participation rate | 82.5% | 84.7%-2.3pp | 87.3%-4.8pp | 68.9%+13.5pp |
| Annual return | 22.57% | 27.21%-4.6pp | 46.84%-24.3pp | 26.06%-3.5pp |
| Employer contribution / active EE | $3,859 | $4,662-17.2% | $6,442-40.1% | $2,596+48.6% |
| Participant deferral / active EE | $7,013 | $6,859+2.2% | $9,284-24.5% | $4,274+64.1% |
| Admin fee / account holder | $9,239 | $17,052-45.8% | $19,076-51.6% | $7,775+18.8% |