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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 | $115,657 | $146,267-20.9% | $197,124-41.3% | $82,448+40.3% |
| Participation rate | 95.8% | 84.0%+11.8pp | 86.7%+9.1pp | 68.1%+27.8pp |
| Annual return | 18.64% | 29.61%-11.0pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $5,006 | $4,723+6.0% | $6,227-19.6% | $2,551+96.2% |
| Participant deferral / active EE | $13,798 | $7,035+96.1% | $9,135+51.0% | $4,139+233.3% |
| Admin fee / account holder | $5,484 | $14,422-62.0% | $16,298-66.4% | $7,234-24.2% |