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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 | $142,972-32.7% | $214,702-55.2% | $86,983+10.7% |
| Participation rate | 77.8% | 84.9%-7.1pp | 87.5%-9.7pp | 69.5%+8.2pp |
| Annual return | 24.27% | 18.49%+5.8pp | 54.55%-30.3pp | 25.83%-1.6pp |
| Employer contribution / active EE | $2,524 | $4,635-45.6% | $6,461-60.9% | $2,584-2.4% |
| Participant deferral / active EE | $3,868 | $6,568-41.1% | $9,147-57.7% | $4,194-7.8% |
| Admin fee / account holder | $14,263 | $17,617-19.0% | $19,830-28.1% | $7,856+81.6% |