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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 | $78,690+0.2% | $161,489-51.2% | $87,485-9.8% |
| Participation rate | 81.8% | 67.5%+14.4pp | 78.7%+3.1pp | 68.9%+12.9pp |
| Annual return | 20.01% | 32.74%-12.7pp | 89.72%-69.7pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,651 | $2,588-36.2% | $4,268-61.3% | $2,596-36.4% |
| Participant deferral / active EE | $4,582 | $3,311+38.4% | $5,630-18.6% | $4,274+7.2% |
| Admin fee / account holder | $8,705 | $6,724+29.5% | $16,006-45.6% | $7,775+12.0% |