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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 | $83,750 | $106,524-21.4% | $152,301-45.0% | $87,485-4.3% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.4%-8.7pp | 68.9%+4.8pp |
| Annual return | 18.61% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,748 | $3,371-18.5% | $4,624-40.6% | $2,596+5.9% |
| Participant deferral / active EE | $6,763 | $6,525+3.6% | $8,004-15.5% | $4,274+58.2% |
| Admin fee / account holder | $8,942 | $8,287+7.9% | $14,398-37.9% | $7,775+15.0% |