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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 | $73,037 | $87,834-16.8% | $133,975-45.5% | $62,881+16.2% |
| Participation rate | 88.6% | 83.4%+5.2pp | 87.1%+1.5pp | 69.3%+19.3pp |
| Annual return | 8.13% | 12.05%-3.9pp | 29.29%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,265 | $3,482-35.0% | $5,211-56.5% | $2,281-0.7% |
| Participant deferral / active EE | $4,331 | $4,812-10.0% | $6,282-31.1% | $3,203+35.2% |
| Admin fee / account holder | $5,686 | $5,372+5.8% | $9,324-39.0% | $4,296+32.4% |