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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 | $78,348 | $99,875-21.6% | $146,866-46.7% | $86,983-9.9% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 16.78% | 28.10%-11.3pp | 102.85%-86.1pp | 25.83%-9.0pp |
| Employer contribution / active EE | $2,904 | $3,224-9.9% | $4,425-34.4% | $2,584+12.3% |
| Participant deferral / active EE | $5,849 | $6,322-7.5% | $7,759-24.6% | $4,194+39.5% |
| Admin fee / account holder | $18,333 | $7,838+133.9% | $13,620+34.6% | $7,856+133.4% |