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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 | $91,964 | $123,478-25.5% | $216,567-57.5% | $94,015-2.2% |
| Participation rate | 74.6% | 75.1%-0.5pp | 81.6%-7.1pp | 70.8%+3.8pp |
| Annual return | 15.90% | 23.61%-7.7pp | 12.94%+3.0pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,074 | $3,136-65.8% | $5,216-79.4% | $2,790-61.5% |
| Participant deferral / active EE | $6,101 | $4,556+33.9% | $6,191-1.4% | $4,249+43.6% |
| Admin fee / account holder | $10,143 | $12,753-20.5% | $21,981-53.9% | $8,951+13.3% |