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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 | $157,872 | $88,707+78.0% | $74,184+112.8% | $273,972-42.4% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 5.47% | 11.94%-6.5pp | 17.74%-12.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,271 | $3,159+3.5% | $2,370+38.0% | $4,869-32.8% |
| Participant deferral / active EE | $5,036 | $4,212+19.6% | $3,550+41.9% | $5,287-4.7% |
| Admin fee / account holder | $1,136 | $8,717-87.0% | $5,586-79.7% | $10,133-88.8% |