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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 | $149,446-46.9% | $256,809-69.1% | $94,015-15.6% |
| Participation rate | 88.5% | 85.3%+3.2pp | 88.5%-0.1pp | 70.8%+17.6pp |
| Annual return | 13.70% | 17.55%-3.8pp | 32.73%-19.0pp | 17.84%-4.1pp |
| Employer contribution / active EE | $3,239 | $4,596-29.5% | $7,263-55.4% | $2,790+16.1% |
| Participant deferral / active EE | $4,072 | $6,491-37.3% | $9,520-57.2% | $4,249-4.2% |
| Admin fee / account holder | $10,703 | $24,035-55.5% | $25,146-57.4% | $8,951+19.6% |