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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 | $105,317 | $106,749-1.3% | $145,433-27.6% | $82,448+27.7% |
| Participation rate | 73.5% | 75.6%-2.1pp | 82.1%-8.6pp | 68.1%+5.5pp |
| Annual return | 14.53% | 27.59%-13.1pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,870 | $3,444-16.7% | $4,554-37.0% | $2,551+12.5% |
| Participant deferral / active EE | $6,151 | $6,519-5.6% | $7,897-22.1% | $4,139+48.6% |
| Admin fee / account holder | $2,857 | $8,390-65.9% | $13,129-78.2% | $7,234-60.5% |