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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 | $110,423 | $78,013+41.5% | $178,449-38.1% | $80,911+36.5% |
| Participation rate | 89.8% | 65.7%+24.1pp | 77.1%+12.7pp | 67.6%+22.2pp |
| Annual return | 14.05% | 18.07%-4.0pp | 27.09%-13.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $5,680 | $2,287+148.4% | $3,951+43.8% | $2,756+106.1% |
| Participant deferral / active EE | $4,428 | $4,408+0.5% | $6,277-29.4% | $4,297+3.1% |
| Admin fee / account holder | $6,099 | $7,166-14.9% | $10,362-41.1% | $6,935-12.1% |