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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 | $145,431-4.2% | $211,142-34.0% | $87,485+59.2% |
| Participation rate | 91.5% | 84.7%+6.8pp | 87.3%+4.3pp | 68.9%+22.6pp |
| Annual return | 15.65% | 27.21%-11.6pp | 46.84%-31.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $4,299 | $4,662-7.8% | $6,442-33.3% | $2,596+65.6% |
| Participant deferral / active EE | $6,176 | $6,859-9.9% | $9,284-33.5% | $4,274+44.5% |
| Admin fee / account holder | $3,810 | $17,052-77.7% | $19,076-80.0% | $7,775-51.0% |