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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 | $149,446-4.1% | $256,809-44.2% | $94,015+52.4% |
| Participation rate | 70.2% | 85.3%-15.1pp | 88.5%-18.4pp | 70.8%-0.6pp |
| Annual return | 14.69% | 17.55%-2.9pp | 32.73%-18.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $2,805 | $4,596-39.0% | $7,263-61.4% | $2,790+0.5% |
| Participant deferral / active EE | $6,900 | $6,491+6.3% | $9,520-27.5% | $4,249+62.4% |
| Admin fee / account holder | $9,420 | $24,035-60.8% | $25,146-62.5% | $8,951+5.2% |