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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 | $83,131 | $138,393-39.9% | $184,256-54.9% | $80,959+2.7% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.7%+23.2pp |
| Annual return | 11.38% | 20.01%-8.6pp | 28.85%-17.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,144 | $4,847-55.8% | $6,427-66.6% | $2,757-22.2% |
| Participant deferral / active EE | $4,371 | $7,076-38.2% | $9,133-52.1% | $4,300+1.6% |
| Admin fee / account holder | $14,007 | $10,489+33.5% | $13,899+0.8% | $6,925+102.3% |