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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 | $111,688 | $81,276+37.4% | $155,574-28.2% | $80,925+38.0% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 14.13% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,241 | $3,103-27.8% | $4,676-52.1% | $2,756-18.7% |
| Participant deferral / active EE | $2,274 | $3,453-34.2% | $5,629-59.6% | $4,299-47.1% |
| Admin fee / account holder | $38,739 | $7,993+384.6% | $15,914+143.4% | $6,940+458.2% |