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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 | $95,825 | $77,574+23.5% | $108,753-11.9% | $86,983+10.2% |
| Participation rate | 75.0% | 62.3%+12.7pp | 71.1%+3.9pp | 69.5%+5.5pp |
| Annual return | 14.88% | 18.42%-3.5pp | 37.47%-22.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,322 | $1,611-17.9% | $2,427-45.5% | $2,584-48.8% |
| Participant deferral / active EE | $7,893 | $3,128+152.3% | $4,115+91.8% | $4,194+88.2% |
| Admin fee / account holder | $24,748 | $6,529+279.1% | $10,320+139.8% | $7,856+215.0% |