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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 | $143,969-27.3% | $199,883-47.6% | $82,637+26.6% |
| Participation rate | 73.1% | 84.1%-11.1pp | 86.8%-13.7pp | 68.1%+5.0pp |
| Annual return | 18.81% | 25.67%-6.9pp | 43.81%-25.0pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,895 | $4,632-37.5% | $6,261-53.8% | $2,552+13.4% |
| Participant deferral / active EE | $6,015 | $6,937-13.3% | $9,138-34.2% | $4,126+45.8% |
| Admin fee / account holder | $1,684 | $14,597-88.5% | $17,268-90.2% | $7,339-77.1% |