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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 | $88,384 | $138,385-36.1% | $184,200-52.0% | $80,874+9.3% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.80%-16.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $5,253 | $4,849+8.3% | $6,424-18.2% | $2,756+90.6% |
| Participant deferral / active EE | $8,898 | $7,073+25.8% | $9,132-2.6% | $4,297+107.1% |
| Admin fee / account holder | $22,468 | $10,483+114.3% | $13,907+61.6% | $6,935+224.0% |