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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 | $64,831 | $86,938-25.4% | $102,423-36.7% | $80,925-19.9% |
| Participation rate | 75.4% | 72.4%+3.0pp | 76.5%-1.1pp | 67.7%+7.7pp |
| Annual return | 12.85% | 18.89%-6.0pp | 29.42%-16.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,844 | $2,369-22.2% | $3,023-39.0% | $2,756-33.1% |
| Participant deferral / active EE | $3,134 | $4,120-23.9% | $5,054-38.0% | $4,299-27.1% |
| Admin fee / account holder | $2,284 | $8,053-71.6% | $9,455-75.8% | $6,940-67.1% |