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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 | $87,247 | $81,262+7.4% | $155,602-43.9% | $80,911+7.8% |
| Participation rate | 94.0% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 12.83% | 33.34%-20.5pp | 64.81%-52.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $3,021 | $3,102-2.6% | $4,675-35.4% | $2,756+9.6% |
| Participant deferral / active EE | $5,865 | $3,451+69.9% | $5,629+4.2% | $4,297+36.5% |
| Admin fee / account holder | $18,373 | $7,992+129.9% | $15,923+15.4% | $6,935+164.9% |