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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 | $84,615 | $86,050-1.7% | $189,758-55.4% | $94,015-10.0% |
| Participation rate | 76.0% | 68.9%+7.1pp | 79.8%-3.8pp | 70.8%+5.2pp |
| Annual return | 13.61% | 17.77%-4.2pp | 52.62%-39.0pp | 17.84%-4.2pp |
| Employer contribution / active EE | $3,052 | $2,819+8.3% | $4,767-36.0% | $2,790+9.4% |
| Participant deferral / active EE | $2,084 | $3,349-37.8% | $5,856-64.4% | $4,249-51.0% |
| Admin fee / account holder | $11,306 | $6,627+70.6% | $20,388-44.5% | $8,951+26.3% |