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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 | $78,980 | $106,524-25.9% | $152,301-48.1% | $87,485-9.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 22.72% | 26.89%-4.2pp | 80.50%-57.8pp | 26.06%-3.3pp |
| Employer contribution / active EE | $1,536 | $3,371-54.4% | $4,624-66.8% | $2,596-40.8% |
| Participant deferral / active EE | $4,780 | $6,525-26.7% | $8,004-40.3% | $4,274+11.9% |
| Admin fee / account holder | $5,273 | $8,287-36.4% | $14,398-63.4% | $7,775-32.2% |