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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 | $128,343 | $138,386-7.3% | $184,260-30.3% | $80,935+58.6% |
| Participation rate | 70.6% | 83.9%-13.3pp | 86.8%-16.2pp | 67.7%+2.9pp |
| Annual return | 16.93% | 20.02%-3.1pp | 28.84%-11.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $4,220 | $4,851-13.0% | $6,427-34.3% | $2,757+53.1% |
| Participant deferral / active EE | $8,751 | $7,076+23.7% | $9,133-4.2% | $4,299+103.5% |
| Admin fee / account holder | $14,655 | $10,489+39.7% | $13,898+5.4% | $6,924+111.6% |