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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 | $78,047 | $106,749-26.9% | $145,433-46.3% | $82,448-5.3% |
| Participation rate | 70.8% | 75.6%-4.8pp | 82.1%-11.3pp | 68.1%+2.8pp |
| Annual return | 20.81% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $3,486 | $3,444+1.2% | $4,554-23.5% | $2,551+36.7% |
| Participant deferral / active EE | $8,093 | $6,519+24.2% | $7,897+2.5% | $4,139+95.5% |
| Admin fee / account holder | $550 | $8,390-93.4% | $13,129-95.8% | $7,234-92.4% |