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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 | $81,331+3.1% | $155,534-46.1% | $80,935+3.6% |
| Participation rate | 73.7% | 66.3%+7.4pp | 78.2%-4.5pp | 67.7%+6.0pp |
| Annual return | 13.16% | 33.37%-20.2pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,088 | $3,105-65.0% | $4,675-76.7% | $2,757-60.5% |
| Participant deferral / active EE | $5,443 | $3,454+57.6% | $5,630-3.3% | $4,299+26.6% |
| Admin fee / account holder | $20,331 | $7,999+154.2% | $15,900+27.9% | $6,924+193.6% |