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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 | $110,270 | $101,795+8.3% | $165,100-33.2% | $80,959+36.2% |
| Participation rate | 70.4% | 71.8%-1.4pp | 78.6%-8.2pp | 67.7%+2.8pp |
| Annual return | 17.12% | 16.73%+0.4pp | 70.21%-53.1pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,553 | $2,954-47.4% | $4,348-64.3% | $2,757-43.7% |
| Participant deferral / active EE | $6,459 | $4,476+44.3% | $6,035+7.0% | $4,300+50.2% |
| Admin fee / account holder | $18,313 | $8,221+122.8% | $12,696+44.2% | $6,925+164.4% |