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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 | $81,233+3.2% | $155,567-46.1% | $80,874+3.7% |
| Participation rate | 73.7% | 66.2%+7.4pp | 78.2%-4.5pp | 67.6%+6.0pp |
| Annual return | 13.16% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,088 | $3,101-64.9% | $4,674-76.7% | $2,756-60.5% |
| Participant deferral / active EE | $5,443 | $3,452+57.7% | $5,628-3.3% | $4,297+26.7% |
| Admin fee / account holder | $20,331 | $7,998+154.2% | $15,916+27.7% | $6,935+193.2% |