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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 | $85,705 | $81,276+5.5% | $155,574-44.9% | $80,925+5.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 17.31% | 33.36%-16.0pp | 64.87%-47.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $2,152 | $3,103-30.7% | $4,676-54.0% | $2,756-21.9% |
| Participant deferral / active EE | $3,951 | $3,453+14.4% | $5,629-29.8% | $4,299-8.1% |
| Admin fee / account holder | $2,517 | $7,993-68.5% | $15,914-84.2% | $6,940-63.7% |