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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 | $88,562 | $77,523+14.2% | $100,383-11.8% | $80,874+9.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.35% | 37.21%-23.9pp | 49.26%-35.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,825 | $2,801-34.9% | $3,944-53.7% | $2,756-33.8% |
| Participant deferral / active EE | $4,747 | $6,822-30.4% | $8,086-41.3% | $4,297+10.5% |
| Admin fee / account holder | $13,252 | $5,899+124.7% | $7,900+67.7% | $6,935+91.1% |