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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 | $101,977 | $101,763+0.2% | $164,866-38.1% | $80,874+26.1% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.2pp | 67.6%+2.7pp |
| Annual return | 10.70% | 16.73%-6.0pp | 69.97%-59.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,455 | $2,954-50.7% | $4,343-66.5% | $2,756-47.2% |
| Participant deferral / active EE | $4,316 | $4,477-3.6% | $6,033-28.5% | $4,297+0.4% |
| Admin fee / account holder | $3,150 | $8,228-61.7% | $12,689-75.2% | $6,935-54.6% |