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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 | $94,602 | $101,798-7.1% | $165,071-42.7% | $80,935+16.9% |
| Participation rate | 70.7% | 71.8%-1.1pp | 78.6%-7.9pp | 67.7%+3.1pp |
| Annual return | 16.36% | 16.73%-0.4pp | 70.17%-53.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,303 | $2,954-22.0% | $4,347-47.0% | $2,757-16.5% |
| Participant deferral / active EE | $5,064 | $4,476+13.1% | $6,035-16.1% | $4,299+17.8% |
| Admin fee / account holder | $1,205 | $8,221-85.3% | $12,695-90.5% | $6,924-82.6% |