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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 | $56,987 | $123,478-53.8% | $216,567-73.7% | $94,015-39.4% |
| Participation rate | 80.6% | 75.1%+5.4pp | 81.6%-1.1pp | 70.8%+9.7pp |
| Annual return | 16.90% | 23.61%-6.7pp | 12.94%+4.0pp | 17.84%-0.9pp |
| Employer contribution / active EE | $2,170 | $3,136-30.8% | $5,216-58.4% | $2,790-22.2% |
| Participant deferral / active EE | $4,594 | $4,556+0.8% | $6,191-25.8% | $4,249+8.1% |
| Admin fee / account holder | $7,909 | $12,753-38.0% | $21,981-64.0% | $8,951-11.6% |