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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 | $165,144 | $96,558+71.0% | $80,977+103.9% | $273,972-39.7% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 11.76% | 15.14%-3.4pp | 17.11%-5.3pp | 41.46%-29.7pp |
| Employer contribution / active EE | $5,268 | $4,869+8.2% | $3,715+41.8% | $4,869+8.2% |
| Participant deferral / active EE | $5,180 | $6,598-21.5% | $5,696-9.1% | $5,287-2.0% |
| Admin fee / account holder | $842 | $7,493-88.8% | $5,517-84.7% | $10,133-91.7% |