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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 | $82,609 | $64,719+27.6% | $112,249-26.4% | $68,486+20.6% |
| Participation rate | 84.3% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.4pp |
| Annual return | 9.78% | -11.40%+21.2pp | 27.48%-17.7pp | -7.85%+17.6pp |
| Employer contribution / active EE | $5,013 | $2,747+82.5% | $3,636+37.9% | $2,597+93.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,623 | $5,232-49.9% | $6,412-59.1% | $5,404-51.5% |