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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 | $122,966 | $106,524+15.4% | $152,301-19.3% | $87,485+40.6% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.4%-11.4pp | 68.9%+2.1pp |
| Annual return | 15.36% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,161 | $3,371-65.6% | $4,624-74.9% | $2,596-55.3% |
| Participant deferral / active EE | $4,844 | $6,525-25.8% | $8,004-39.5% | $4,274+13.3% |
| Admin fee / account holder | $1,774 | $8,287-78.6% | $14,398-87.7% | $7,775-77.2% |