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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 | $106,524-1.9% | $152,301-31.4% | $87,485+19.5% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.4%-4.7pp | 68.9%+8.8pp |
| Annual return | 30.78% | 26.89%+3.9pp | 80.50%-49.7pp | 26.06%+4.7pp |
| Employer contribution / active EE | $1,543 | $3,371-54.2% | $4,624-66.6% | $2,596-40.6% |
| Participant deferral / active EE | $5,103 | $6,525-21.8% | $8,004-36.2% | $4,274+19.4% |
| Admin fee / account holder | $1,400 | $8,287-83.1% | $14,398-90.3% | $7,775-82.0% |