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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 | $89,528 | $106,864-16.2% | $147,318-39.2% | $82,637+8.3% |
| Participation rate | 74.0% | 75.5%-1.5pp | 82.1%-8.1pp | 68.1%+5.9pp |
| Annual return | 14.51% | 27.49%-13.0pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,483 | $3,417-27.3% | $4,593-45.9% | $2,552-2.7% |
| Participant deferral / active EE | $4,947 | $6,496-23.8% | $7,906-37.4% | $4,126+19.9% |
| Admin fee / account holder | $10,898 | $8,415+29.5% | $13,708-20.5% | $7,339+48.5% |