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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 | $138,366-23.0% | $184,185-42.1% | $80,911+31.7% |
| Participation rate | 76.5% | 83.9%-7.4pp | 86.8%-10.4pp | 67.6%+8.8pp |
| Annual return | 14.99% | 20.02%-5.0pp | 28.81%-13.8pp | 35.63%-20.6pp |
| Employer contribution / active EE | $7,718 | $4,849+59.2% | $6,426+20.1% | $2,756+180.1% |
| Participant deferral / active EE | $3,668 | $7,074-48.1% | $9,132-59.8% | $4,297-14.6% |
| Admin fee / account holder | $14,415 | $10,484+37.5% | $13,909+3.6% | $6,935+107.9% |