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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 | $78,315 | $86,949-9.9% | $102,460-23.6% | $80,959-3.3% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 10.81% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,342 | $2,370+41.0% | $3,025+10.5% | $2,757+21.2% |
| Participant deferral / active EE | $7,900 | $4,121+91.7% | $5,056+56.3% | $4,300+83.7% |
| Admin fee / account holder | $18,381 | $8,048+128.4% | $9,460+94.3% | $6,925+165.4% |