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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 | $96,255 | $149,446-35.6% | $256,809-62.5% | $94,015+2.4% |
| Participation rate | 77.8% | 85.3%-7.5pp | 88.5%-10.8pp | 70.8%+7.0pp |
| Annual return | 24.27% | 17.55%+6.7pp | 32.73%-8.5pp | 17.84%+6.4pp |
| Employer contribution / active EE | $2,524 | $4,596-45.1% | $7,263-65.3% | $2,790-9.6% |
| Participant deferral / active EE | $3,868 | $6,491-40.4% | $9,520-59.4% | $4,249-9.0% |
| Admin fee / account holder | $14,263 | $24,035-40.7% | $25,146-43.3% | $8,951+59.3% |