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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 | $103,164 | $93,617+10.2% | $135,982-24.1% | $75,177+37.2% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.1pp | 67.2%+8.6pp |
| Annual return | 18.25% | 30.89%-12.6pp | 68.32%-50.1pp | 160.75%-142.5pp |
| Employer contribution / active EE | $2,134 | $3,538-39.7% | $4,859-56.1% | $2,671-20.1% |
| Participant deferral / active EE | $7,254 | $6,406+13.2% | $7,760-6.5% | $4,126+75.8% |
| Admin fee / account holder | $3,953 | $6,980-43.4% | $10,767-63.3% | $5,651-30.0% |