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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 | $100,281 | $106,749-6.1% | $145,433-31.0% | $82,448+21.6% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 14.88% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,287 | $3,444-33.6% | $4,554-49.8% | $2,551-10.4% |
| Participant deferral / active EE | $3,174 | $6,519-51.3% | $7,897-59.8% | $4,139-23.3% |
| Admin fee / account holder | $3,370 | $8,390-59.8% | $13,129-74.3% | $7,234-53.4% |