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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 | $81,966 | $75,541+8.5% | $152,093-46.1% | $82,637-0.8% |
| Participation rate | 91.2% | 66.5%+24.6pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 19.21% | 32.56%-13.3pp | 66.36%-47.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,229 | $2,622-15.0% | $4,175-46.6% | $2,552-12.7% |
| Participant deferral / active EE | $3,727 | $3,206+16.3% | $5,451-31.6% | $4,126-9.7% |
| Admin fee / account holder | $1,720 | $6,405-73.1% | $14,497-88.1% | $7,339-76.6% |