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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 | $106,524-5.2% | $152,301-33.7% | $87,485+15.4% |
| Participation rate | 74.2% | 75.8%-1.5pp | 82.4%-8.2pp | 68.9%+5.3pp |
| Annual return | 15.32% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,451 | $3,371-27.3% | $4,624-47.0% | $2,596-5.6% |
| Participant deferral / active EE | $10,523 | $6,525+61.3% | $8,004+31.5% | $4,274+146.2% |
| Admin fee / account holder | $17,841 | $8,287+115.3% | $14,398+23.9% | $7,775+129.5% |