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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 | $146,267-45.7% | $197,124-59.7% | $82,448-3.7% |
| Participation rate | 88.5% | 84.0%+4.4pp | 86.7%+1.7pp | 68.1%+20.4pp |
| Annual return | 13.70% | 29.61%-15.9pp | 44.34%-30.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,239 | $4,723-31.4% | $6,227-48.0% | $2,551+27.0% |
| Participant deferral / active EE | $4,072 | $7,035-42.1% | $9,135-55.4% | $4,139-1.6% |
| Admin fee / account holder | $10,703 | $14,422-25.8% | $16,298-34.3% | $7,234+47.9% |