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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 | $142,972-36.0% | $214,702-57.3% | $86,983+5.3% |
| Participation rate | 79.5% | 84.9%-5.3pp | 87.5%-7.9pp | 69.5%+10.0pp |
| Annual return | 14.80% | 18.49%-3.7pp | 54.55%-39.8pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,850 | $4,635-60.1% | $6,461-71.4% | $2,584-28.4% |
| Participant deferral / active EE | $4,462 | $6,568-32.1% | $9,147-51.2% | $4,194+6.4% |
| Admin fee / account holder | $8,256 | $17,617-53.1% | $19,830-58.4% | $7,856+5.1% |