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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 | $88,948 | $76,407+16.4% | $150,298-40.8% | $82,448+7.9% |
| Participation rate | 77.5% | 66.4%+11.1pp | 77.8%-0.3pp | 68.1%+9.4pp |
| Annual return | 20.01% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,998 | $2,614-23.6% | $4,154-51.9% | $2,551-21.7% |
| Participant deferral / active EE | $4,050 | $3,214+26.0% | $5,453-25.7% | $4,139-2.2% |
| Admin fee / account holder | $1,325 | $6,352-79.1% | $14,116-90.6% | $7,234-81.7% |