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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 | $73,957 | $106,749-30.7% | $145,433-49.1% | $82,448-10.3% |
| Participation rate | 76.3% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 17.06% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,807 | $3,444-18.5% | $4,554-38.4% | $2,551+10.0% |
| Participant deferral / active EE | $6,651 | $6,519+2.0% | $7,897-15.8% | $4,139+60.7% |
| Admin fee / account holder | $10,810 | $8,390+28.8% | $13,129-17.7% | $7,234+49.4% |