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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 | $106,524-26.7% | $152,301-48.8% | $87,485-10.8% |
| Participation rate | 70.8% | 75.8%-4.9pp | 82.4%-11.6pp | 68.9%+1.9pp |
| Annual return | 20.81% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.3pp |
| Employer contribution / active EE | $3,486 | $3,371+3.4% | $4,624-24.6% | $2,596+34.3% |
| Participant deferral / active EE | $8,093 | $6,525+24.0% | $8,004+1.1% | $4,274+89.4% |
| Admin fee / account holder | $550 | $8,287-93.4% | $14,398-96.2% | $7,775-92.9% |