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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 | $112,393 | $106,524+5.5% | $152,301-26.2% | $87,485+28.5% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.4%+4.2pp | 68.9%+17.7pp |
| Annual return | 14.18% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,576 | $3,371-23.6% | $4,624-44.3% | $2,596-0.8% |
| Participant deferral / active EE | $6,937 | $6,525+6.3% | $8,004-13.3% | $4,274+62.3% |
| Admin fee / account holder | $1,848 | $8,287-77.7% | $14,398-87.2% | $7,775-76.2% |