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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 | $64,050 | $106,749-40.0% | $145,433-56.0% | $82,448-22.3% |
| Participation rate | 71.8% | 75.6%-3.8pp | 82.1%-10.3pp | 68.1%+3.8pp |
| Annual return | 19.00% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,107 | $3,444-9.8% | $4,554-31.8% | $2,551+21.8% |
| Participant deferral / active EE | $5,448 | $6,519-16.4% | $7,897-31.0% | $4,139+31.6% |
| Admin fee / account holder | $4,855 | $8,390-42.1% | $13,129-63.0% | $7,234-32.9% |