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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 | $76,416 | $94,031-18.7% | $115,768-34.0% | $82,448-7.3% |
| Participation rate | 81.9% | 70.4%+11.5pp | 74.4%+7.6pp | 68.1%+13.9pp |
| Annual return | 15.53% | 20.61%-5.1pp | 100.46%-84.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,194 | $2,323-5.6% | $2,940-25.4% | $2,551-14.0% |
| Participant deferral / active EE | $3,487 | $3,972-12.2% | $4,917-29.1% | $4,139-15.8% |
| Admin fee / account holder | $14,710 | $10,249+43.5% | $12,439+18.3% | $7,234+103.3% |