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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 | $81,262+3.1% | $155,602-46.2% | $80,911+3.5% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 11.73% | 33.34%-21.6pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $2,816 | $3,102-9.2% | $4,675-39.8% | $2,756+2.2% |
| Participant deferral / active EE | $3,965 | $3,451+14.9% | $5,629-29.6% | $4,297-7.7% |
| Admin fee / account holder | $10,236 | $7,992+28.1% | $15,923-35.7% | $6,935+47.6% |