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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 | $83,101 | $106,749-22.2% | $145,433-42.9% | $82,448+0.8% |
| Participation rate | 81.4% | 75.6%+5.7pp | 82.1%-0.8pp | 68.1%+13.3pp |
| Annual return | 16.62% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,564 | $3,444-25.6% | $4,554-43.7% | $2,551+0.5% |
| Participant deferral / active EE | $4,838 | $6,519-25.8% | $7,897-38.7% | $4,139+16.9% |
| Admin fee / account holder | $3,748 | $8,390-55.3% | $13,129-71.5% | $7,234-48.2% |