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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 | $134,042 | $97,289+37.8% | $92,805+44.4% | $155,188-13.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 18.84% | 29.03%-10.2pp | 31.59%-12.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $5,694 | $3,632+56.8% | $3,424+66.3% | $4,248+34.0% |
| Participant deferral / active EE | $6,687 | $8,795-24.0% | $8,448-20.8% | $6,531+2.4% |
| Admin fee / account holder | $5,424 | $12,015-54.9% | $10,911-50.3% | $14,480-62.5% |