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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 | $99,001 | $67,602+46.4% | $82,312+20.3% | $70,126+41.2% |
| Participation rate | 78.7% | 72.8%+5.9pp | 76.9%+1.8pp | 69.5%+9.1pp |
| Annual return | 14.04% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,155 | $1,755-34.2% | $2,428-52.4% | $2,343-50.7% |
| Participant deferral / active EE | $4,363 | $2,987+46.0% | $3,706+17.7% | $3,332+30.9% |
| Admin fee / account holder | $16,713 | $4,512+270.4% | $5,608+198.0% | $4,645+259.8% |