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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 | $101,725 | $107,421-5.3% | $182,262-44.2% | $94,015+8.2% |
| Participation rate | 76.9% | 77.8%-0.9pp | 84.2%-7.3pp | 70.8%+6.1pp |
| Annual return | 13.58% | 21.32%-7.7pp | 140.60%-127.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $1,134 | $3,448-67.1% | $5,046-77.5% | $2,790-59.4% |
| Participant deferral / active EE | $5,512 | $6,558-15.9% | $8,276-33.4% | $4,249+29.7% |
| Admin fee / account holder | $7,844 | $8,692-9.8% | $16,712-53.1% | $8,951-12.4% |