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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 | $91,757 | $78,690+16.6% | $161,489-43.2% | $87,485+4.9% |
| Participation rate | 82.5% | 67.5%+15.0pp | 78.7%+3.8pp | 68.9%+13.6pp |
| Annual return | 14.69% | 32.74%-18.0pp | 89.72%-75.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,352 | $2,588-47.8% | $4,268-68.3% | $2,596-47.9% |
| Participant deferral / active EE | $4,296 | $3,311+29.8% | $5,630-23.7% | $4,274+0.5% |
| Admin fee / account holder | $4,140 | $6,724-38.4% | $16,006-74.1% | $7,775-46.8% |