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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 | $105,529 | $77,460+36.2% | $100,378+5.1% | $80,925+30.4% |
| Participation rate | 73.6% | 76.9%-3.4pp | 81.5%-7.9pp | 67.7%+5.9pp |
| Annual return | 14.49% | 37.24%-22.8pp | 49.41%-34.9pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,253 | $2,801-55.3% | $3,942-68.2% | $2,756-54.5% |
| Participant deferral / active EE | $5,615 | $6,818-17.7% | $8,087-30.6% | $4,299+30.6% |
| Admin fee / account holder | $11,862 | $5,887+101.5% | $7,899+50.2% | $6,940+70.9% |