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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 | $104,352 | $93,598+11.5% | $135,974-23.3% | $75,173+38.8% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.5pp | 67.2%+3.3pp |
| Annual return | 17.59% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,611 | $3,538-54.5% | $4,859-66.8% | $2,671-39.7% |
| Participant deferral / active EE | $6,458 | $6,405+0.8% | $7,760-16.8% | $4,126+56.5% |
| Admin fee / account holder | $3,228 | $6,978-53.7% | $10,767-70.0% | $5,651-42.9% |