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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 | $94,790 | $138,386-31.5% | $184,260-48.6% | $80,935+17.1% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.7%+4.3pp |
| Annual return | 15.80% | 20.02%-4.2pp | 28.84%-13.0pp | 35.66%-19.9pp |
| Employer contribution / active EE | $4,250 | $4,851-12.4% | $6,427-33.9% | $2,757+54.2% |
| Participant deferral / active EE | $7,653 | $7,076+8.2% | $9,133-16.2% | $4,299+78.0% |
| Admin fee / account holder | $14,196 | $10,489+35.3% | $13,898+2.1% | $6,924+105.0% |