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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 | $86,938-9.9% | $102,423-23.5% | $80,925-3.2% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 10.81% | 18.89%-8.1pp | 29.42%-18.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $3,342 | $2,369+41.1% | $3,023+10.6% | $2,756+21.3% |
| Participant deferral / active EE | $7,900 | $4,120+91.7% | $5,054+56.3% | $4,299+83.8% |
| Admin fee / account holder | $18,381 | $8,053+128.3% | $9,455+94.4% | $6,940+164.9% |