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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 | $108,398 | $123,793-12.4% | $177,848-39.1% | $79,856+35.7% |
| Participation rate | 79.3% | 84.7%-5.3pp | 87.7%-8.4pp | 69.6%+9.7pp |
| Annual return | 14.31% | 22.82%-8.5pp | 48.33%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,287 | $4,095-19.7% | $5,919-44.5% | $2,471+33.0% |
| Participant deferral / active EE | $3,326 | $5,956-44.2% | $7,714-56.9% | $3,741-11.1% |
| Admin fee / account holder | $7,505 | $7,243+3.6% | $12,431-39.6% | $5,306+41.4% |