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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 | $78,586 | $77,638+1.2% | $156,551-49.8% | $62,881+25.0% |
| Participation rate | 88.1% | 71.2%+16.9pp | 84.0%+4.1pp | 69.3%+18.8pp |
| Annual return | 9.29% | 50.33%-41.0pp | 32.23%-22.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,587 | $3,444-24.9% | $5,501-53.0% | $2,281+13.4% |
| Participant deferral / active EE | $5,857 | $3,046+92.3% | $4,871+20.2% | $3,203+82.8% |
| Admin fee / account holder | $20,342 | $5,561+265.8% | $13,028+56.1% | $4,296+373.5% |