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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 | $102,146 | $108,825-6.1% | $156,181-34.6% | $82,448+23.9% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 15.81% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,538 | $2,870-11.5% | $4,294-40.9% | $2,551-0.5% |
| Participant deferral / active EE | $5,839 | $4,577+27.6% | $6,132-4.8% | $4,139+41.1% |
| Admin fee / account holder | $19,439 | $9,341+108.1% | $14,586+33.3% | $7,234+168.7% |