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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 | $114,712-50.3% | $173,730-67.2% | $87,485-34.9% |
| Participation rate | 80.6% | 73.0%+7.6pp | 79.6%+1.0pp | 68.9%+11.6pp |
| Annual return | 16.90% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,170 | $2,904-25.3% | $4,577-52.6% | $2,596-16.4% |
| Participant deferral / active EE | $4,594 | $4,642-1.0% | $6,326-27.4% | $4,274+7.5% |
| Admin fee / account holder | $7,909 | $10,210-22.5% | $17,523-54.9% | $7,775+1.7% |