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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 | $91,169 | $97,550-6.5% | $120,344-24.2% | $87,485+4.2% |
| Participation rate | 77.5% | 72.8%+4.7pp | 76.7%+0.8pp | 68.9%+8.6pp |
| Annual return | 17.18% | 18.41%-1.2pp | 20.30%-3.1pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,897 | $2,291-17.2% | $3,020-37.2% | $2,596-26.9% |
| Participant deferral / active EE | $3,814 | $4,230-9.8% | $5,135-25.7% | $4,274-10.8% |
| Admin fee / account holder | $24,902 | $9,543+161.0% | $12,742+95.4% | $7,775+220.3% |