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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 | $95,877 | $87,059+10.1% | $105,608-9.2% | $80,925+18.5% |
| Participation rate | 76.2% | 70.4%+5.7pp | 75.3%+0.9pp | 67.7%+8.5pp |
| Annual return | 10.91% | 17.05%-6.1pp | 116.50%-105.6pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,812 | $2,396-24.4% | $3,167-42.8% | $2,756-34.2% |
| Participant deferral / active EE | $2,950 | $3,986-26.0% | $5,010-41.1% | $4,299-31.4% |
| Admin fee / account holder | $3,107 | $8,443-63.2% | $11,028-71.8% | $6,940-55.2% |