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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 | $80,051 | $125,797-36.4% | $170,043-52.9% | $75,173+6.5% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.0%+7.0pp | 67.2%+26.8pp |
| Annual return | 15.98% | 27.20%-11.2pp | 53.40%-37.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $5,123 | $4,616+11.0% | $6,790-24.6% | $2,671+91.8% |
| Participant deferral / active EE | $4,357 | $6,838-36.3% | $10,410-58.1% | $4,126+5.6% |
| Admin fee / account holder | $7,379 | $8,177-9.8% | $12,824-42.5% | $5,651+30.6% |