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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 | $117,306 | $65,685+78.6% | $57,181+105.1% | $273,968-57.2% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 5.67% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,717 | $3,279-17.1% | $2,682+1.3% | $4,869-44.2% |
| Participant deferral / active EE | $5,055 | $3,781+33.7% | $3,096+63.3% | $5,287-4.4% |
| Admin fee / account holder | $11,609 | $4,835+140.1% | $3,139+269.8% | $10,132+14.6% |