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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 | $114,450 | $146,267-21.8% | $197,124-41.9% | $82,448+38.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 86.7%+2.8pp | 68.1%+21.4pp |
| Annual return | 15.72% | 29.61%-13.9pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,628 | $4,723-44.4% | $6,227-57.8% | $2,551+3.0% |
| Participant deferral / active EE | $5,937 | $7,035-15.6% | $9,135-35.0% | $4,139+43.4% |
| Admin fee / account holder | $4,071 | $14,422-71.8% | $16,298-75.0% | $7,234-43.7% |