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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 | $79,546 | $60,349+31.8% | $74,184+7.2% | $62,881+26.5% |
| Participation rate | 79.3% | 72.7%+6.6pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 5.08% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,206 | $1,680-28.2% | $2,370-49.1% | $2,281-47.1% |
| Participant deferral / active EE | $2,264 | $2,856-20.7% | $3,550-36.2% | $3,203-29.3% |
| Admin fee / account holder | $9,662 | $4,261+126.8% | $5,586+73.0% | $4,296+124.9% |