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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 | $94,621 | $76,407+23.8% | $150,298-37.0% | $82,448+14.8% |
| Participation rate | 81.5% | 66.4%+15.1pp | 77.8%+3.7pp | 68.1%+13.4pp |
| Annual return | 19.95% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,603 | $2,614+37.8% | $4,154-13.3% | $2,551+41.2% |
| Participant deferral / active EE | $6,088 | $3,214+89.4% | $5,453+11.6% | $4,139+47.1% |
| Admin fee / account holder | $1,138 | $6,352-82.1% | $14,116-91.9% | $7,234-84.3% |