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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 | $131,308 | $146,267-10.2% | $197,124-33.4% | $82,448+59.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 21.93% | 29.61%-7.7pp | 44.34%-22.4pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,751 | $4,723-41.8% | $6,227-55.8% | $2,551+7.8% |
| Participant deferral / active EE | $7,718 | $7,035+9.7% | $9,135-15.5% | $4,139+86.5% |
| Admin fee / account holder | $4,530 | $14,422-68.6% | $16,298-72.2% | $7,234-37.4% |