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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 | $88,496 | $81,358+8.8% | $155,556-43.1% | $80,959+9.3% |
| Participation rate | 91.8% | 66.3%+25.6pp | 78.2%+13.6pp | 67.7%+24.2pp |
| Annual return | 16.87% | 33.39%-16.5pp | 64.84%-48.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $4,202 | $3,106+35.3% | $4,675-10.1% | $2,757+52.4% |
| Participant deferral / active EE | $6,899 | $3,455+99.7% | $5,631+22.5% | $4,300+60.4% |
| Admin fee / account holder | $3,813 | $7,994-52.3% | $15,885-76.0% | $6,925-44.9% |