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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 | $97,995 | $138,385-29.2% | $184,243-46.8% | $80,925+21.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 11.48% | 20.02%-8.5pp | 28.82%-17.3pp | 35.65%-24.2pp |
| Employer contribution / active EE | $6,121 | $4,851+26.2% | $6,427-4.8% | $2,756+122.1% |
| Participant deferral / active EE | $3,879 | $7,075-45.2% | $9,132-57.5% | $4,299-9.8% |
| Admin fee / account holder | $970 | $10,489-90.8% | $13,914-93.0% | $6,940-86.0% |