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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 | $139,315 | $142,972-2.6% | $214,702-35.1% | $86,983+60.2% |
| Participation rate | 91.5% | 84.9%+6.7pp | 87.5%+4.1pp | 69.5%+22.0pp |
| Annual return | 15.65% | 18.49%-2.8pp | 54.55%-38.9pp | 25.83%-10.2pp |
| Employer contribution / active EE | $4,299 | $4,635-7.2% | $6,461-33.5% | $2,584+66.4% |
| Participant deferral / active EE | $6,176 | $6,568-6.0% | $9,147-32.5% | $4,194+47.3% |
| Admin fee / account holder | $3,810 | $17,617-78.4% | $19,830-80.8% | $7,856-51.5% |