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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 | $82,943 | $58,493+41.8% | $84,021-1.3% | $72,975+13.7% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.0%+10.3pp | 69.5%+9.8pp |
| Annual return | 23.55% | 28.93%-5.4pp | 71.32%-47.8pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,117 | $1,163-4.0% | $1,984-43.7% | $2,440-54.2% |
| Participant deferral / active EE | $5,794 | $2,394+142.0% | $3,239+78.9% | $3,608+60.6% |
| Admin fee / account holder | $7,561 | $4,569+65.5% | $6,102+23.9% | $5,124+47.6% |