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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 | $82,094 | $81,276+1.0% | $155,574-47.2% | $80,925+1.4% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.7%+20.7pp |
| Annual return | 14.28% | 33.36%-19.1pp | 64.87%-50.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $5,197 | $3,103+67.5% | $4,676+11.2% | $2,756+88.6% |
| Participant deferral / active EE | $4,132 | $3,453+19.7% | $5,629-26.6% | $4,299-3.9% |
| Admin fee / account holder | $3,867 | $7,993-51.6% | $15,914-75.7% | $6,940-44.3% |