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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 | $83,145 | $106,749-22.1% | $145,433-42.8% | $82,448+0.8% |
| Participation rate | 74.2% | 75.6%-1.5pp | 82.1%-7.9pp | 68.1%+6.1pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,861 | $3,444-46.0% | $4,554-59.1% | $2,551-27.0% |
| Participant deferral / active EE | $2,814 | $6,519-56.8% | $7,897-64.4% | $4,139-32.0% |
| Admin fee / account holder | $2,077 | $8,390-75.2% | $13,129-84.2% | $7,234-71.3% |