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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 | $125,476 | $138,366-9.3% | $184,185-31.9% | $80,911+55.1% |
| Participation rate | 76.7% | 83.9%-7.2pp | 86.8%-10.2pp | 67.6%+9.0pp |
| Annual return | 14.34% | 20.02%-5.7pp | 28.81%-14.5pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,715 | $4,849-44.0% | $6,426-57.7% | $2,756-1.5% |
| Participant deferral / active EE | $6,519 | $7,074-7.9% | $9,132-28.6% | $4,297+51.7% |
| Admin fee / account holder | $4,576 | $10,484-56.4% | $13,909-67.1% | $6,935-34.0% |