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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 | $177,562 | $88,707+100.2% | $74,184+139.4% | $273,972-35.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.73% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,462 | $3,159-22.1% | $2,370+3.9% | $4,869-49.4% |
| Participant deferral / active EE | $4,308 | $4,212+2.3% | $3,550+21.4% | $5,287-18.5% |
| Admin fee / account holder | $1,874 | $8,717-78.5% | $5,586-66.5% | $10,133-81.5% |