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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 | $91,573 | $149,446-38.7% | $256,809-64.3% | $94,015-2.6% |
| Participation rate | 79.5% | 85.3%-5.7pp | 88.5%-9.0pp | 70.8%+8.7pp |
| Annual return | 14.80% | 17.55%-2.7pp | 32.73%-17.9pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,850 | $4,596-59.7% | $7,263-74.5% | $2,790-33.7% |
| Participant deferral / active EE | $4,462 | $6,491-31.3% | $9,520-53.1% | $4,249+5.0% |
| Admin fee / account holder | $8,256 | $24,035-65.7% | $25,146-67.2% | $8,951-7.8% |