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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 | $93,867 | $106,524-11.9% | $152,301-38.4% | $87,485+7.3% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.4%-2.1pp | 68.9%+11.5pp |
| Annual return | 16.39% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,756 | $3,371-18.3% | $4,624-40.4% | $2,596+6.1% |
| Participant deferral / active EE | $10,205 | $6,525+56.4% | $8,004+27.5% | $4,274+138.8% |
| Admin fee / account holder | $8,394 | $8,287+1.3% | $14,398-41.7% | $7,775+8.0% |