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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 | $100,985 | $106,749-5.4% | $145,433-30.6% | $82,448+22.5% |
| Participation rate | 74.2% | 75.6%-1.4pp | 82.1%-7.9pp | 68.1%+6.2pp |
| Annual return | 15.32% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,451 | $3,444-28.8% | $4,554-46.2% | $2,551-3.9% |
| Participant deferral / active EE | $10,523 | $6,519+61.4% | $7,897+33.2% | $4,139+154.2% |
| Admin fee / account holder | $17,841 | $8,390+112.6% | $13,129+35.9% | $7,234+146.6% |