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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 | $104,658 | $146,267-28.4% | $197,124-46.9% | $82,448+26.9% |
| Participation rate | 73.1% | 84.0%-10.9pp | 86.7%-13.6pp | 68.1%+5.0pp |
| Annual return | 18.81% | 29.61%-10.8pp | 44.34%-25.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,895 | $4,723-38.7% | $6,227-53.5% | $2,551+13.5% |
| Participant deferral / active EE | $6,015 | $7,035-14.5% | $9,135-34.2% | $4,139+45.3% |
| Admin fee / account holder | $1,684 | $14,422-88.3% | $16,298-89.7% | $7,234-76.7% |