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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 | $145,431-45.4% | $211,142-62.4% | $87,485-9.3% |
| Participation rate | 88.5% | 84.7%+3.7pp | 87.3%+1.2pp | 68.9%+19.5pp |
| Annual return | 13.70% | 27.21%-13.5pp | 46.84%-33.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $3,239 | $4,662-30.5% | $6,442-49.7% | $2,596+24.7% |
| Participant deferral / active EE | $4,072 | $6,859-40.6% | $9,284-56.1% | $4,274-4.7% |
| Admin fee / account holder | $10,703 | $17,052-37.2% | $19,076-43.9% | $7,775+37.7% |