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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 | $104,517 | $106,749-2.1% | $145,433-28.1% | $82,448+26.8% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 30.78% | 27.59%+3.2pp | 66.58%-35.8pp | 41.64%-10.9pp |
| Employer contribution / active EE | $1,543 | $3,444-55.2% | $4,554-66.1% | $2,551-39.5% |
| Participant deferral / active EE | $5,103 | $6,519-21.7% | $7,897-35.4% | $4,139+23.3% |
| Admin fee / account holder | $1,400 | $8,390-83.3% | $13,129-89.3% | $7,234-80.6% |