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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 | $86,505 | $106,864-19.1% | $147,318-41.3% | $82,637+4.7% |
| Participation rate | 70.0% | 75.5%-5.5pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 20.50% | 27.49%-7.0pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $3,224 | $3,417-5.6% | $4,593-29.8% | $2,552+26.3% |
| Participant deferral / active EE | $6,721 | $6,496+3.5% | $7,906-15.0% | $4,126+62.9% |
| Admin fee / account holder | $13,968 | $8,415+66.0% | $13,708+1.9% | $7,339+90.3% |