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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 | $138,751 | $163,687-15.2% | $108,745+27.6% | $273,972-49.4% |
| Participation rate | 90.5% | 82.3%+8.2pp | 77.7%+12.8pp | 83.0%+7.5pp |
| Annual return | 5.88% | 31.16%-25.3pp | 46.22%-40.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,630 | $4,711+19.5% | $3,323+69.4% | $4,869+15.6% |
| Participant deferral / active EE | $3,169 | $7,155-55.7% | $5,121-38.1% | $5,287-40.1% |
| Admin fee / account holder | $2,453 | $12,890-81.0% | $6,144-60.1% | $10,133-75.8% |