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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 | $65,542 | $56,277+16.5% | $80,976-19.1% | $62,891+4.2% |
| Participation rate | 71.4% | 69.0%+2.5pp | 75.8%-4.4pp | 69.3%+2.1pp |
| Annual return | 8.02% | 22.12%-14.1pp | 17.10%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,392 | $1,943-28.3% | $3,714-62.5% | $2,281-39.0% |
| Participant deferral / active EE | $3,792 | $4,195-9.6% | $5,696-33.4% | $3,203+18.4% |
| Admin fee / account holder | $4,662 | $3,741+24.6% | $5,516-15.5% | $4,296+8.5% |