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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 | $146,267-46.2% | $197,124-60.1% | $82,448-4.5% |
| Participation rate | 80.8% | 84.0%-3.2pp | 86.7%-5.9pp | 68.1%+12.8pp |
| Annual return | 20.11% | 29.61%-9.5pp | 44.34%-24.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,366 | $4,723-28.7% | $6,227-45.9% | $2,551+32.0% |
| Participant deferral / active EE | $8,112 | $7,035+15.3% | $9,135-11.2% | $4,139+96.0% |
| Admin fee / account holder | $3,269 | $14,422-77.3% | $16,298-79.9% | $7,234-54.8% |