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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 | $101,795+0.2% | $165,100-38.2% | $80,959+26.0% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.3pp | 67.7%+2.7pp |
| Annual return | 10.70% | 16.73%-6.0pp | 70.21%-59.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,455 | $2,954-50.7% | $4,348-66.5% | $2,757-47.2% |
| Participant deferral / active EE | $4,316 | $4,476-3.6% | $6,035-28.5% | $4,300+0.4% |
| Admin fee / account holder | $3,150 | $8,221-61.7% | $12,696-75.2% | $6,925-54.5% |