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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 | $104,991 | $88,707+18.4% | $74,184+41.5% | $273,972-61.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.67% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,140 | $3,159-63.9% | $2,370-51.9% | $4,869-76.6% |
| Participant deferral / active EE | $5,526 | $4,212+31.2% | $3,550+55.7% | $5,287+4.5% |
| Admin fee / account holder | $12,401 | $8,717+42.3% | $5,586+122.0% | $10,133+22.4% |