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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 | $107,311 | $99,875+7.4% | $146,866-26.9% | $86,983+23.4% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.5%+1.4pp |
| Annual return | 16.12% | 28.10%-12.0pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $925 | $3,224-71.3% | $4,425-79.1% | $2,584-64.2% |
| Participant deferral / active EE | $13,030 | $6,322+106.1% | $7,759+67.9% | $4,194+210.7% |
| Admin fee / account holder | $27,907 | $7,838+256.1% | $13,620+104.9% | $7,856+255.2% |