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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 | $78,690+13.0% | $161,489-44.9% | $87,485+1.7% |
| Participation rate | 77.5% | 67.5%+10.0pp | 78.7%-1.2pp | 68.9%+8.6pp |
| Annual return | 20.01% | 32.74%-12.7pp | 89.72%-69.7pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,998 | $2,588-22.8% | $4,268-53.2% | $2,596-23.1% |
| Participant deferral / active EE | $4,050 | $3,311+22.3% | $5,630-28.1% | $4,274-5.2% |
| Admin fee / account holder | $1,325 | $6,724-80.3% | $16,006-91.7% | $7,775-83.0% |