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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 | $82,711 | $81,358+1.7% | $155,556-46.8% | $80,959+2.2% |
| Participation rate | 94.9% | 66.3%+28.7pp | 78.2%+16.7pp | 67.7%+27.3pp |
| Annual return | 16.67% | 33.39%-16.7pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $5,877 | $3,106+89.2% | $4,675+25.7% | $2,757+113.2% |
| Participant deferral / active EE | $4,237 | $3,455+22.6% | $5,631-24.8% | $4,300-1.5% |
| Admin fee / account holder | $1,977 | $7,994-75.3% | $15,885-87.6% | $6,925-71.5% |