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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 | $68,748 | $86,949-20.9% | $102,460-32.9% | $80,959-15.1% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.7%+6.6pp |
| Annual return | 10.57% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,387 | $2,370-41.4% | $3,025-54.1% | $2,757-49.7% |
| Participant deferral / active EE | $4,155 | $4,121+0.8% | $5,056-17.8% | $4,300-3.4% |
| Admin fee / account holder | $4,579 | $8,048-43.1% | $9,460-51.6% | $6,925-33.9% |