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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 | $101,392 | $88,707+14.3% | $74,184+36.7% | $273,972-63.0% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 4.61% | 11.94%-7.3pp | 17.74%-13.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,206 | $3,159+1.5% | $2,370+35.3% | $4,869-34.1% |
| Participant deferral / active EE | $6,764 | $4,212+60.6% | $3,550+90.6% | $5,287+27.9% |
| Admin fee / account holder | $45,069 | $8,717+417.0% | $5,586+706.9% | $10,133+344.8% |