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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 | $112,787 | $138,393-18.5% | $184,256-38.8% | $80,959+39.3% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.7%+25.4pp |
| Annual return | 11.21% | 20.01%-8.8pp | 28.85%-17.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $4,516 | $4,847-6.8% | $6,427-29.7% | $2,757+63.8% |
| Participant deferral / active EE | $4,853 | $7,076-31.4% | $9,133-46.9% | $4,300+12.8% |
| Admin fee / account holder | $2,389 | $10,489-77.2% | $13,899-82.8% | $6,925-65.5% |