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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 | $103,422 | $93,617+10.5% | $135,982-23.9% | $75,177+37.6% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 16.48% | 30.89%-14.4pp | 68.32%-51.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,453 | $3,538-30.7% | $4,859-49.5% | $2,671-8.2% |
| Participant deferral / active EE | $6,059 | $6,406-5.4% | $7,760-21.9% | $4,126+46.8% |
| Admin fee / account holder | $3,106 | $6,980-55.5% | $10,767-71.2% | $5,651-45.0% |