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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 | $82,329 | $81,233+1.3% | $155,567-47.1% | $80,874+1.8% |
| Participation rate | 82.3% | 66.2%+16.0pp | 78.2%+4.1pp | 67.6%+14.6pp |
| Annual return | 15.30% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $3,155 | $3,101+1.7% | $4,674-32.5% | $2,756+14.5% |
| Participant deferral / active EE | $6,779 | $3,452+96.4% | $5,628+20.5% | $4,297+57.8% |
| Admin fee / account holder | $1,651 | $7,998-79.4% | $15,916-89.6% | $6,935-76.2% |