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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 | $93,444 | $106,524-12.3% | $152,301-38.6% | $87,485+6.8% |
| Participation rate | 73.4% | 75.8%-2.3pp | 82.4%-9.0pp | 68.9%+4.5pp |
| Annual return | 17.42% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $3,485 | $3,371+3.4% | $4,624-24.6% | $2,596+34.2% |
| Participant deferral / active EE | $6,893 | $6,525+5.6% | $8,004-13.9% | $4,274+61.3% |
| Admin fee / account holder | $2,169 | $8,287-73.8% | $14,398-84.9% | $7,775-72.1% |