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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 | $106,576 | $138,393-23.0% | $184,256-42.2% | $80,959+31.6% |
| Participation rate | 76.5% | 83.9%-7.4pp | 86.8%-10.4pp | 67.7%+8.8pp |
| Annual return | 14.99% | 20.01%-5.0pp | 28.85%-13.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $7,718 | $4,847+59.2% | $6,427+20.1% | $2,757+179.9% |
| Participant deferral / active EE | $3,668 | $7,076-48.2% | $9,133-59.8% | $4,300-14.7% |
| Admin fee / account holder | $14,415 | $10,489+37.4% | $13,899+3.7% | $6,925+108.1% |