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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 | $106,524-5.9% | $152,301-34.2% | $87,485+14.6% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.4%-12.4pp | 68.9%+1.1pp |
| Annual return | 14.88% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $2,287 | $3,371-32.2% | $4,624-50.6% | $2,596-11.9% |
| Participant deferral / active EE | $3,174 | $6,525-51.4% | $8,004-60.3% | $4,274-25.7% |
| Admin fee / account holder | $3,370 | $8,287-59.3% | $14,398-76.6% | $7,775-56.7% |