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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 | $110,862 | $106,524+4.1% | $152,301-27.2% | $87,485+26.7% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.4%-6.9pp | 68.9%+6.6pp |
| Annual return | 17.12% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,278 | $3,371-62.1% | $4,624-72.4% | $2,596-50.8% |
| Participant deferral / active EE | $3,672 | $6,525-43.7% | $8,004-54.1% | $4,274-14.1% |
| Admin fee / account holder | $4,291 | $8,287-48.2% | $14,398-70.2% | $7,775-44.8% |