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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 | $78,734 | $145,431-45.9% | $211,142-62.7% | $87,485-10.0% |
| Participation rate | 80.8% | 84.7%-3.9pp | 87.3%-6.5pp | 68.9%+11.9pp |
| Annual return | 20.11% | 27.21%-7.1pp | 46.84%-26.7pp | 26.06%-6.0pp |
| Employer contribution / active EE | $3,366 | $4,662-27.8% | $6,442-47.7% | $2,596+29.7% |
| Participant deferral / active EE | $8,112 | $6,859+18.3% | $9,284-12.6% | $4,274+89.8% |
| Admin fee / account holder | $3,269 | $17,052-80.8% | $19,076-82.9% | $7,775-57.9% |