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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 | $143,253 | $145,431-1.5% | $211,142-32.2% | $87,485+63.7% |
| Participation rate | 70.2% | 84.7%-14.6pp | 87.3%-17.1pp | 68.9%+1.2pp |
| Annual return | 14.69% | 27.21%-12.5pp | 46.84%-32.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,805 | $4,662-39.8% | $6,442-56.5% | $2,596+8.0% |
| Participant deferral / active EE | $6,900 | $6,859+0.6% | $9,284-25.7% | $4,274+61.5% |
| Admin fee / account holder | $9,420 | $17,052-44.8% | $19,076-50.6% | $7,775+21.2% |