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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 | $204,093 | $88,707+130.1% | $74,184+175.1% | $273,972-25.5% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 6.58% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,511 | $3,159-52.2% | $2,370-36.3% | $4,869-69.0% |
| Participant deferral / active EE | $5,138 | $4,212+22.0% | $3,550+44.8% | $5,287-2.8% |
| Admin fee / account holder | $10,914 | $8,717+25.2% | $5,586+95.4% | $10,133+7.7% |