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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 | $101,896 | $78,690+29.5% | $161,489-36.9% | $87,485+16.5% |
| Participation rate | 83.3% | 67.5%+15.9pp | 78.7%+4.6pp | 68.9%+14.4pp |
| Annual return | 13.10% | 32.74%-19.6pp | 89.72%-76.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,266 | $2,588-12.5% | $4,268-46.9% | $2,596-12.7% |
| Participant deferral / active EE | $4,948 | $3,311+49.4% | $5,630-12.1% | $4,274+15.8% |
| Admin fee / account holder | $4,077 | $6,724-39.4% | $16,006-74.5% | $7,775-47.6% |