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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 | $100,129 | $106,524-6.0% | $152,301-34.3% | $87,485+14.5% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.4%-1.2pp | 68.9%+12.3pp |
| Annual return | 15.30% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,089 | $3,371-67.7% | $4,624-76.5% | $2,596-58.1% |
| Participant deferral / active EE | $8,563 | $6,525+31.2% | $8,004+7.0% | $4,274+100.4% |
| Admin fee / account holder | $77,252 | $8,287+832.2% | $14,398+436.6% | $7,775+893.6% |