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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 | $89,679 | $57,590+55.7% | $86,233+4.0% | $82,448+8.8% |
| Participation rate | 84.6% | 57.9%+26.8pp | 69.0%+15.6pp | 68.1%+16.5pp |
| Annual return | 20.80% | 22.41%-1.6pp | 61.39%-40.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,731 | $1,655+4.5% | $2,504-30.9% | $2,551-32.2% |
| Participant deferral / active EE | $2,224 | $3,080-27.8% | $4,559-51.2% | $4,139-46.3% |
| Admin fee / account holder | $6,250 | $4,730+32.1% | $8,342-25.1% | $7,234-13.6% |