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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 | $84,223 | $138,393-39.1% | $184,256-54.3% | $80,959+4.0% |
| Participation rate | 71.4% | 83.9%-12.5pp | 86.8%-15.4pp | 67.7%+3.8pp |
| Annual return | 20.42% | 20.01%+0.4pp | 28.85%-8.4pp | 35.67%-15.3pp |
| Employer contribution / active EE | $2,349 | $4,847-51.5% | $6,427-63.5% | $2,757-14.8% |
| Participant deferral / active EE | $5,151 | $7,076-27.2% | $9,133-43.6% | $4,300+19.8% |
| Admin fee / account holder | $4,094 | $10,489-61.0% | $13,899-70.5% | $6,925-40.9% |