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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 | $77,814+8.7% | $158,223-46.5% | $86,983-2.7% |
| Participation rate | 76.0% | 68.4%+7.6pp | 79.2%-3.2pp | 69.5%+6.5pp |
| Annual return | 13.61% | 30.54%-16.9pp | 52.09%-38.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $3,052 | $2,592+17.7% | $4,109-25.7% | $2,584+18.1% |
| Participant deferral / active EE | $2,084 | $3,270-36.3% | $5,467-61.9% | $4,194-50.3% |
| Admin fee / account holder | $11,306 | $5,879+92.3% | $16,047-29.5% | $7,856+43.9% |