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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 | $138,385-39.1% | $184,243-54.3% | $80,925+4.1% |
| Participation rate | 71.4% | 83.9%-12.5pp | 86.8%-15.4pp | 67.7%+3.8pp |
| Annual return | 20.42% | 20.02%+0.4pp | 28.82%-8.4pp | 35.65%-15.2pp |
| Employer contribution / active EE | $2,349 | $4,851-51.6% | $6,427-63.5% | $2,756-14.8% |
| Participant deferral / active EE | $5,151 | $7,075-27.2% | $9,132-43.6% | $4,299+19.8% |
| Admin fee / account holder | $4,094 | $10,489-61.0% | $13,914-70.6% | $6,940-41.0% |