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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 | $78,885 | $76,407+3.2% | $150,298-47.5% | $82,448-4.3% |
| Participation rate | 81.8% | 66.4%+15.4pp | 77.8%+4.1pp | 68.1%+13.8pp |
| Annual return | 20.01% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,651 | $2,614-36.9% | $4,154-60.3% | $2,551-35.3% |
| Participant deferral / active EE | $4,582 | $3,214+42.5% | $5,453-16.0% | $4,139+10.7% |
| Admin fee / account holder | $8,705 | $6,352+37.0% | $14,116-38.3% | $7,234+20.3% |