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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 | $82,229 | $72,269+13.8% | $101,271-18.8% | $79,852+3.0% |
| Participation rate | 84.2% | 68.5%+15.7pp | 75.8%+8.4pp | 69.6%+14.6pp |
| Annual return | 13.66% | 22.29%-8.6pp | 46.48%-32.8pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,784 | $2,692-33.7% | $3,660-51.2% | $2,471-27.8% |
| Participant deferral / active EE | $5,433 | $3,282+65.6% | $4,371+24.3% | $3,740+45.3% |
| Admin fee / account holder | $11,031 | $4,401+150.7% | $5,948+85.5% | $5,306+107.9% |