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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 | $82,844 | $138,386-40.1% | $184,260-55.0% | $80,935+2.4% |
| Participation rate | 77.3% | 83.9%-6.6pp | 86.8%-9.6pp | 67.7%+9.6pp |
| Annual return | 14.73% | 20.02%-5.3pp | 28.84%-14.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,560 | $4,851-67.8% | $6,427-75.7% | $2,757-43.4% |
| Participant deferral / active EE | $4,053 | $7,076-42.7% | $9,133-55.6% | $4,299-5.7% |
| Admin fee / account holder | $4,590 | $10,489-56.2% | $13,898-67.0% | $6,924-33.7% |