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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 | $108,808 | $106,524+2.1% | $152,301-28.6% | $87,485+24.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 14.25% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,550 | $3,371-24.4% | $4,624-44.9% | $2,596-1.8% |
| Participant deferral / active EE | $4,747 | $6,525-27.2% | $8,004-40.7% | $4,274+11.1% |
| Admin fee / account holder | $18,934 | $8,287+128.5% | $14,398+31.5% | $7,775+143.5% |