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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 | $68,881 | $146,267-52.9% | $197,124-65.1% | $82,448-16.5% |
| Participation rate | 88.0% | 84.0%+4.0pp | 86.7%+1.3pp | 68.1%+19.9pp |
| Annual return | 14.60% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $4,216 | $4,723-10.7% | $6,227-32.3% | $2,551+65.3% |
| Participant deferral / active EE | $5,614 | $7,035-20.2% | $9,135-38.5% | $4,139+35.6% |
| Admin fee / account holder | $5,249 | $14,422-63.6% | $16,298-67.8% | $7,234-27.4% |