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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 | $101,807 | $88,707+14.8% | $74,184+37.2% | $273,972-62.8% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.6%+4.3pp | 83.0%-2.1pp |
| Annual return | 4.84% | 11.94%-7.1pp | 17.74%-12.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,531 | $3,159-51.5% | $2,370-35.4% | $4,869-68.6% |
| Participant deferral / active EE | $4,703 | $4,212+11.7% | $3,550+32.5% | $5,287-11.0% |
| Admin fee / account holder | $21,920 | $8,717+151.5% | $5,586+292.4% | $10,133+116.3% |