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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 | $95,434 | $108,825-12.3% | $156,181-38.9% | $82,448+15.8% |
| Participation rate | 70.8% | 72.4%-1.5pp | 78.8%-8.0pp | 68.1%+2.8pp |
| Annual return | 13.17% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,981 | $2,870-31.0% | $4,294-53.9% | $2,551-22.3% |
| Participant deferral / active EE | $3,171 | $4,577-30.7% | $6,132-48.3% | $4,139-23.4% |
| Admin fee / account holder | $13,954 | $9,341+49.4% | $14,586-4.3% | $7,234+92.9% |