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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 | $106,864-6.5% | $147,318-32.2% | $82,637+20.9% |
| Participation rate | 72.5% | 75.5%-3.0pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 14.90% | 27.49%-12.6pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,207 | $3,417-35.4% | $4,593-52.0% | $2,552-13.5% |
| Participant deferral / active EE | $6,991 | $6,496+7.6% | $7,906-11.6% | $4,126+69.4% |
| Admin fee / account holder | $25,654 | $8,415+204.9% | $13,708+87.2% | $7,339+249.6% |