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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 | $43,206 | $138,393-68.8% | $184,256-76.6% | $80,959-46.6% |
| Participation rate | 77.9% | 83.9%-6.0pp | 86.8%-8.9pp | 67.7%+10.2pp |
| Annual return | 15.79% | 20.01%-4.2pp | 28.85%-13.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $3,078 | $4,847-36.5% | $6,427-52.1% | $2,757+11.6% |
| Participant deferral / active EE | $6,521 | $7,076-7.8% | $9,133-28.6% | $4,300+51.6% |
| Admin fee / account holder | $2,725 | $10,489-74.0% | $13,899-80.4% | $6,925-60.7% |