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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 | $99,932 | $106,749-6.4% | $145,433-31.3% | $82,448+21.2% |
| Participation rate | 72.5% | 75.6%-3.1pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 14.90% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,207 | $3,444-35.9% | $4,554-51.5% | $2,551-13.5% |
| Participant deferral / active EE | $6,991 | $6,519+7.2% | $7,897-11.5% | $4,139+68.9% |
| Admin fee / account holder | $25,654 | $8,390+205.8% | $13,129+95.4% | $7,234+254.6% |