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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 | $198,407 | $99,345+99.7% | $84,753+134.1% | $273,972-27.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 4.99% | 22.93%-17.9pp | 22.78%-17.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $11,840 | $4,214+181.0% | $3,574+231.2% | $4,869+143.2% |
| Participant deferral / active EE | $6,922 | $4,270+62.1% | $3,712+86.5% | $5,287+30.9% |
| Admin fee / account holder | $6,826 | $6,645+2.7% | $5,333+28.0% | $10,133-32.6% |