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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 | $83,045 | $138,393-40.0% | $184,256-54.9% | $80,959+2.6% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.7%+20.3pp |
| Annual return | 13.66% | 20.01%-6.4pp | 28.85%-15.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,931 | $4,847-18.9% | $6,427-38.8% | $2,757+42.6% |
| Participant deferral / active EE | $8,494 | $7,076+20.0% | $9,133-7.0% | $4,300+97.5% |
| Admin fee / account holder | $68,035 | $10,489+548.6% | $13,899+389.5% | $6,925+882.4% |