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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 | $65,296 | $78,197-16.5% | $98,090-33.4% | $82,637-21.0% |
| Participation rate | 93.9% | 77.5%+16.4pp | 81.5%+12.3pp | 68.1%+25.8pp |
| Annual return | 20.80% | 40.25%-19.4pp | 37.05%-16.2pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,351 | $2,605-48.1% | $3,606-62.5% | $2,552-47.1% |
| Participant deferral / active EE | $8,261 | $6,636+24.5% | $7,845+5.3% | $4,126+100.2% |
| Admin fee / account holder | $3,222 | $14,832-78.3% | $11,815-72.7% | $7,339-56.1% |