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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 | $124,044 | $96,558+28.5% | $80,977+53.2% | $273,972-54.7% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 6.74% | 15.14%-8.4pp | 17.11%-10.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,020 | $4,869-58.5% | $3,715-45.6% | $4,869-58.5% |
| Participant deferral / active EE | $5,580 | $6,598-15.4% | $5,696-2.0% | $5,287+5.5% |
| Admin fee / account holder | $676 | $7,493-91.0% | $5,517-87.8% | $10,133-93.3% |