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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 | $138,386-14.4% | $184,260-35.7% | $80,935+46.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.7%+24.0pp |
| Annual return | 11.59% | 20.02%-8.4pp | 28.84%-17.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $5,532 | $4,851+14.1% | $6,427-13.9% | $2,757+100.7% |
| Participant deferral / active EE | $5,999 | $7,076-15.2% | $9,133-34.3% | $4,299+39.5% |
| Admin fee / account holder | $17,377 | $10,489+65.7% | $13,898+25.0% | $6,924+150.9% |