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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 | $92,072 | $143,969-36.0% | $199,883-53.9% | $82,637+11.4% |
| Participation rate | 72.2% | 84.1%-11.9pp | 86.8%-14.5pp | 68.1%+4.2pp |
| Annual return | 17.87% | 25.67%-7.8pp | 43.81%-25.9pp | 53.51%-35.6pp |
| Employer contribution / active EE | $3,565 | $4,632-23.1% | $6,261-43.1% | $2,552+39.7% |
| Participant deferral / active EE | $10,900 | $6,937+57.1% | $9,138+19.3% | $4,126+164.2% |
| Admin fee / account holder | $3,207 | $14,597-78.0% | $17,268-81.4% | $7,339-56.3% |