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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 | $84,794 | $77,920+8.8% | $149,723-43.4% | $75,177+12.8% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 27.60% | 31.72%-4.1pp | 134.50%-106.9pp | 160.75%-133.2pp |
| Employer contribution / active EE | $2,530 | $3,138-19.4% | $4,821-47.5% | $2,671-5.3% |
| Participant deferral / active EE | $5,686 | $3,411+66.7% | $5,682+0.1% | $4,126+37.8% |
| Admin fee / account holder | $13,627 | $5,951+129.0% | $13,215+3.1% | $5,651+141.1% |