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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 | $118,495 | $138,385-14.4% | $184,200-35.7% | $80,874+46.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 11.59% | 20.02%-8.4pp | 28.80%-17.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $5,532 | $4,849+14.1% | $6,424-13.9% | $2,756+100.8% |
| Participant deferral / active EE | $5,999 | $7,073-15.2% | $9,132-34.3% | $4,297+39.6% |
| Admin fee / account holder | $17,377 | $10,483+65.8% | $13,907+24.9% | $6,935+150.6% |