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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 | $58,963 | $106,524-44.6% | $152,301-61.3% | $87,485-32.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 17.45% | 26.89%-9.4pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,863 | $3,371-15.1% | $4,624-38.1% | $2,596+10.3% |
| Participant deferral / active EE | $4,287 | $6,525-34.3% | $8,004-46.4% | $4,274+0.3% |
| Admin fee / account holder | $8,194 | $8,287-1.1% | $14,398-43.1% | $7,775+5.4% |