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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 | $84,111 | $72,486+16.0% | $87,103-3.4% | $72,976+15.3% |
| Participation rate | 83.1% | 72.8%+10.2pp | 76.9%+6.2pp | 69.5%+13.6pp |
| Annual return | 21.38% | 24.46%-3.1pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $656 | $1,894-65.3% | $2,521-74.0% | $2,440-73.1% |
| Participant deferral / active EE | $3,282 | $3,270+0.4% | $4,049-18.9% | $3,608-9.0% |
| Admin fee / account holder | $14,645 | $5,055+189.7% | $7,491+95.5% | $5,124+185.8% |