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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 | $104,761 | $123,793-15.4% | $177,848-41.1% | $79,856+31.2% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.7%-17.7pp | 69.6%+0.4pp |
| Annual return | 15.86% | 22.82%-7.0pp | 48.33%-32.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,095 | $4,095-24.4% | $5,919-47.7% | $2,471+25.2% |
| Participant deferral / active EE | $10,616 | $5,956+78.2% | $7,714+37.6% | $3,741+183.8% |
| Admin fee / account holder | $6,035 | $7,243-16.7% | $12,431-51.5% | $5,306+13.7% |