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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 | $35,078 | $177,156-80.2% | $147,027-76.1% | $154,746-77.3% |
| Participation rate | 78.9% | 79.4%-0.4pp | 73.7%+5.2pp | 80.7%-1.8pp |
| Annual return | 12.98% | 21.94%-9.0pp | 20.23%-7.3pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,771 | $4,336-36.1% | $3,626-23.6% | $4,379-36.7% |
| Participant deferral / active EE | $2,778 | $5,797-52.1% | $4,933-43.7% | $6,730-58.7% |
| Admin fee / account holder | $5,483 | $14,904-63.2% | $12,223-55.1% | $14,365-61.8% |