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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 | $131,623 | $138,366-4.9% | $184,185-28.5% | $80,911+62.7% |
| Participation rate | 82.9% | 83.9%-1.0pp | 86.8%-4.0pp | 67.6%+15.2pp |
| Annual return | 17.99% | 20.02%-2.0pp | 28.81%-10.8pp | 35.63%-17.6pp |
| Employer contribution / active EE | $4,343 | $4,849-10.4% | $6,426-32.4% | $2,756+57.6% |
| Participant deferral / active EE | $4,381 | $7,074-38.1% | $9,132-52.0% | $4,297+2.0% |
| Admin fee / account holder | $4,293 | $10,484-59.1% | $13,909-69.1% | $6,935-38.1% |