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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 | $86,650 | $138,393-37.4% | $184,256-53.0% | $80,959+7.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.7%+10.1pp |
| Annual return | 15.06% | 20.01%-4.9pp | 28.85%-13.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,367 | $4,847-9.9% | $6,427-32.1% | $2,757+58.4% |
| Participant deferral / active EE | $11,397 | $7,076+61.1% | $9,133+24.8% | $4,300+165.0% |
| Admin fee / account holder | $18,116 | $10,489+72.7% | $13,899+30.3% | $6,925+161.6% |