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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 | $138,806 | $146,267-5.1% | $197,124-29.6% | $82,448+68.4% |
| Participation rate | 90.2% | 84.0%+6.2pp | 86.7%+3.5pp | 68.1%+22.2pp |
| Annual return | 13.57% | 29.61%-16.0pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $6,681 | $4,723+41.4% | $6,227+7.3% | $2,551+161.9% |
| Participant deferral / active EE | $4,469 | $7,035-36.5% | $9,135-51.1% | $4,139+8.0% |
| Admin fee / account holder | $36,444 | $14,422+152.7% | $16,298+123.6% | $7,234+403.8% |