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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 | $82,240 | $110,137-25.3% | $161,149-49.0% | $82,637-0.5% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 16.28% | 20.69%-4.4pp | 21.16%-4.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,096 | $2,856+8.4% | $4,360-29.0% | $2,552+21.3% |
| Participant deferral / active EE | $4,715 | $4,575+3.1% | $6,153-23.4% | $4,126+14.3% |
| Admin fee / account holder | $5,368 | $9,467-43.3% | $15,194-64.7% | $7,339-26.9% |