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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 | $91,573 | $145,431-37.0% | $211,142-56.6% | $87,485+4.7% |
| Participation rate | 79.5% | 84.7%-5.2pp | 87.3%-7.7pp | 68.9%+10.6pp |
| Annual return | 14.80% | 27.21%-12.4pp | 46.84%-32.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,850 | $4,662-60.3% | $6,442-71.3% | $2,596-28.7% |
| Participant deferral / active EE | $4,462 | $6,859-34.9% | $9,284-51.9% | $4,274+4.4% |
| Admin fee / account holder | $8,256 | $17,052-51.6% | $19,076-56.7% | $7,775+6.2% |