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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 | $115,931-8.5% | $185,441-42.8% | $86,983+22.0% |
| Participation rate | 86.9% | 73.6%+13.3pp | 80.3%+6.6pp | 69.5%+17.3pp |
| Annual return | 13.69% | 21.47%-7.8pp | 20.16%-6.5pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,569 | $2,937-46.6% | $4,672-66.4% | $2,584-39.3% |
| Participant deferral / active EE | $4,447 | $4,551-2.3% | $6,152-27.7% | $4,194+6.0% |
| Admin fee / account holder | $3,721 | $10,687-65.2% | $17,890-79.2% | $7,856-52.6% |