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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 | $75,541+21.5% | $152,093-39.7% | $82,637+11.0% |
| Participation rate | 82.5% | 66.5%+16.0pp | 77.8%+4.7pp | 68.1%+14.4pp |
| Annual return | 14.69% | 32.56%-17.9pp | 66.36%-51.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,352 | $2,622-48.4% | $4,175-67.6% | $2,552-47.0% |
| Participant deferral / active EE | $4,296 | $3,206+34.0% | $5,451-21.2% | $4,126+4.1% |
| Admin fee / account holder | $4,140 | $6,405-35.4% | $14,497-71.4% | $7,339-43.6% |