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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 | $97,875 | $110,137-11.1% | $161,149-39.3% | $82,637+18.4% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 16.21% | 20.69%-4.5pp | 21.16%-4.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,549 | $2,856-45.8% | $4,360-64.5% | $2,552-39.3% |
| Participant deferral / active EE | $10,033 | $4,575+119.3% | $6,153+63.1% | $4,126+143.2% |
| Admin fee / account holder | $2,125 | $9,467-77.6% | $15,194-86.0% | $7,339-71.0% |