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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 | $121,816 | $92,219+32.1% | $76,766+58.7% | $135,382-10.0% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | 5.67% | 5.46%+0.2pp | 2.43%+3.2pp | 519.77%-514.1pp |
| Employer contribution / active EE | $4,068 | $3,216+26.5% | $2,485+63.7% | $4,779-14.9% |
| Participant deferral / active EE | $7,236 | $4,508+60.5% | $3,851+87.9% | $5,609+29.0% |
| Admin fee / account holder | $5,669 | $10,749-47.3% | $6,675-15.1% | $10,829-47.6% |