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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 | $91,471 | $106,524-14.1% | $152,301-39.9% | $87,485+4.6% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.4%-9.7pp | 68.9%+3.8pp |
| Annual return | 17.69% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,191 | $3,371-35.0% | $4,624-52.6% | $2,596-15.6% |
| Participant deferral / active EE | $8,038 | $6,525+23.2% | $8,004+0.4% | $4,274+88.1% |
| Admin fee / account holder | $13,524 | $8,287+63.2% | $14,398-6.1% | $7,775+74.0% |