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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 | $79,358 | $143,969-44.9% | $199,883-60.3% | $82,637-4.0% |
| Participation rate | 88.5% | 84.1%+4.3pp | 86.8%+1.7pp | 68.1%+20.4pp |
| Annual return | 13.70% | 25.67%-12.0pp | 43.81%-30.1pp | 53.51%-39.8pp |
| Employer contribution / active EE | $3,239 | $4,632-30.1% | $6,261-48.3% | $2,552+26.9% |
| Participant deferral / active EE | $4,072 | $6,937-41.3% | $9,138-55.4% | $4,126-1.3% |
| Admin fee / account holder | $10,703 | $14,597-26.7% | $17,268-38.0% | $7,339+45.8% |