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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 | $78,249 | $87,834-10.9% | $133,975-41.6% | $62,881+24.4% |
| Participation rate | 74.1% | 83.4%-9.3pp | 87.1%-13.0pp | 69.3%+4.8pp |
| Annual return | 7.94% | 12.05%-4.1pp | 29.29%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,310 | $3,482+23.8% | $5,211-17.3% | $2,281+89.0% |
| Participant deferral / active EE | $8,307 | $4,812+72.6% | $6,282+32.2% | $3,203+159.4% |
| Admin fee / account holder | $15,717 | $5,372+192.5% | $9,324+68.6% | $4,296+265.9% |