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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 | $108,898 | $143,969-24.4% | $199,883-45.5% | $82,637+31.8% |
| Participation rate | 71.4% | 84.1%-12.7pp | 86.8%-15.3pp | 68.1%+3.4pp |
| Annual return | 17.71% | 25.67%-8.0pp | 43.81%-26.1pp | 53.51%-35.8pp |
| Employer contribution / active EE | $3,084 | $4,632-33.4% | $6,261-50.7% | $2,552+20.9% |
| Participant deferral / active EE | $4,345 | $6,937-37.4% | $9,138-52.5% | $4,126+5.3% |
| Admin fee / account holder | $6,239 | $14,597-57.3% | $17,268-63.9% | $7,339-15.0% |