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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 | $146,267-37.4% | $197,124-53.5% | $82,448+11.1% |
| Participation rate | 79.5% | 84.0%-4.5pp | 86.7%-7.2pp | 68.1%+11.5pp |
| Annual return | 14.80% | 29.61%-14.8pp | 44.34%-29.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,850 | $4,723-60.8% | $6,227-70.3% | $2,551-27.5% |
| Participant deferral / active EE | $4,462 | $7,035-36.6% | $9,135-51.2% | $4,139+7.8% |
| Admin fee / account holder | $8,256 | $14,422-42.8% | $16,298-49.3% | $7,234+14.1% |