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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 | $83,757 | $81,358+2.9% | $155,556-46.2% | $80,959+3.5% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 11.73% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,816 | $3,106-9.4% | $4,675-39.8% | $2,757+2.1% |
| Participant deferral / active EE | $3,965 | $3,455+14.8% | $5,631-29.6% | $4,300-7.8% |
| Admin fee / account holder | $10,236 | $7,994+28.0% | $15,885-35.6% | $6,925+47.8% |