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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 | $133,982 | $145,431-7.9% | $211,142-36.5% | $87,485+53.1% |
| Participation rate | 79.5% | 84.7%-5.3pp | 87.3%-7.8pp | 68.9%+10.6pp |
| Annual return | 14.62% | 27.21%-12.6pp | 46.84%-32.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,431 | $4,662-47.8% | $6,442-62.3% | $2,596-6.3% |
| Participant deferral / active EE | $12,859 | $6,859+87.5% | $9,284+38.5% | $4,274+200.9% |
| Admin fee / account holder | $5,660 | $17,052-66.8% | $19,076-70.3% | $7,775-27.2% |