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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 | $106,123 | $110,137-3.6% | $161,149-34.1% | $82,637+28.4% |
| Participation rate | 86.9% | 72.4%+14.5pp | 78.8%+8.0pp | 68.1%+18.8pp |
| Annual return | 13.69% | 20.69%-7.0pp | 21.16%-7.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,569 | $2,856-45.1% | $4,360-64.0% | $2,552-38.5% |
| Participant deferral / active EE | $4,447 | $4,575-2.8% | $6,153-27.7% | $4,126+7.8% |
| Admin fee / account holder | $3,721 | $9,467-60.7% | $15,194-75.5% | $7,339-49.3% |