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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 | $117,142 | $146,267-19.9% | $197,124-40.6% | $82,448+42.1% |
| Participation rate | 77.1% | 84.0%-6.9pp | 86.7%-9.6pp | 68.1%+9.1pp |
| Annual return | 17.69% | 29.61%-11.9pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $6,397 | $4,723+35.4% | $6,227+2.7% | $2,551+150.8% |
| Participant deferral / active EE | $4,430 | $7,035-37.0% | $9,135-51.5% | $4,139+7.0% |
| Admin fee / account holder | $2,535 | $14,422-82.4% | $16,298-84.4% | $7,234-65.0% |