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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 | $108,286 | $99,345+9.0% | $84,753+27.8% | $273,972-60.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 5.99% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,535 | $4,214-39.8% | $3,574-29.1% | $4,869-47.9% |
| Participant deferral / active EE | $5,671 | $4,270+32.8% | $3,712+52.8% | $5,287+7.3% |
| Admin fee / account holder | $8,125 | $6,645+22.3% | $5,333+52.4% | $10,133-19.8% |