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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 | $83,862 | $81,276+3.2% | $155,574-46.1% | $80,925+3.6% |
| Participation rate | 73.7% | 66.2%+7.4pp | 78.2%-4.5pp | 67.7%+6.0pp |
| Annual return | 13.16% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,088 | $3,103-64.9% | $4,676-76.7% | $2,756-60.5% |
| Participant deferral / active EE | $5,443 | $3,453+57.6% | $5,629-3.3% | $4,299+26.6% |
| Admin fee / account holder | $20,331 | $7,993+154.3% | $15,914+27.8% | $6,940+192.9% |