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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 | $106,629 | $97,550+9.3% | $120,344-11.4% | $87,485+21.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.7%-1.7pp | 68.9%+6.1pp |
| Annual return | 11.99% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,318 | $2,291-42.5% | $3,020-56.4% | $2,596-49.2% |
| Participant deferral / active EE | $4,710 | $4,230+11.4% | $5,135-8.3% | $4,274+10.2% |
| Admin fee / account holder | $48,688 | $9,543+410.2% | $12,742+282.1% | $7,775+526.2% |