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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 | $80,706 | $99,875-19.2% | $146,866-45.0% | $86,983-7.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 15.52% | 28.10%-12.6pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $3,043 | $3,224-5.6% | $4,425-31.2% | $2,584+17.8% |
| Participant deferral / active EE | $7,557 | $6,322+19.5% | $7,759-2.6% | $4,194+80.2% |
| Admin fee / account holder | $24,059 | $7,838+207.0% | $13,620+76.6% | $7,856+206.3% |