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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 | $80,547 | $94,031-14.3% | $115,768-30.4% | $82,448-2.3% |
| Participation rate | 80.8% | 70.4%+10.4pp | 74.4%+6.4pp | 68.1%+12.7pp |
| Annual return | 22.26% | 20.61%+1.7pp | 100.46%-78.2pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,872 | $2,323-19.4% | $2,940-36.3% | $2,551-26.6% |
| Participant deferral / active EE | $4,789 | $3,972+20.6% | $4,917-2.6% | $4,139+15.7% |
| Admin fee / account holder | $1,368 | $10,249-86.7% | $12,439-89.0% | $7,234-81.1% |