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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 | $90,376 | $93,064-2.9% | $74,577+21.2% | $273,972-67.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 4.07% | 26.18%-22.1pp | 20.47%-16.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,611 | $3,160-49.0% | $2,525-36.2% | $4,869-66.9% |
| Participant deferral / active EE | $10,625 | $4,160+155.4% | $3,458+207.3% | $5,287+101.0% |
| Admin fee / account holder | $12,664 | $5,273+140.2% | $4,138+206.0% | $10,133+25.0% |