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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 | $92,221 | $106,749-13.6% | $145,433-36.6% | $82,448+11.9% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 20.24% | 27.59%-7.4pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,889 | $3,444-45.2% | $4,554-58.5% | $2,551-25.9% |
| Participant deferral / active EE | $5,018 | $6,519-23.0% | $7,897-36.5% | $4,139+21.2% |
| Admin fee / account holder | $1,707 | $8,390-79.7% | $13,129-87.0% | $7,234-76.4% |