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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 | $55,393 | $106,524-48.0% | $152,301-63.6% | $87,485-36.7% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.4%-5.5pp | 68.9%+8.0pp |
| Annual return | 19.53% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,823 | $3,371-45.9% | $4,624-60.6% | $2,596-29.8% |
| Participant deferral / active EE | $10,836 | $6,525+66.1% | $8,004+35.4% | $4,274+153.5% |
| Admin fee / account holder | $9,818 | $8,287+18.5% | $14,398-31.8% | $7,775+26.3% |