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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 | $108,825-2.5% | $156,181-32.1% | $82,448+28.7% |
| Participation rate | 86.9% | 72.4%+14.5pp | 78.8%+8.1pp | 68.1%+18.8pp |
| Annual return | 13.69% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,569 | $2,870-45.3% | $4,294-63.5% | $2,551-38.5% |
| Participant deferral / active EE | $4,447 | $4,577-2.8% | $6,132-27.5% | $4,139+7.4% |
| Admin fee / account holder | $3,721 | $9,341-60.2% | $14,586-74.5% | $7,234-48.6% |