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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 | $82,232 | $77,638+5.9% | $156,551-47.5% | $62,881+30.8% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 8.50% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,570 | $3,444-25.4% | $5,501-53.3% | $2,281+12.7% |
| Participant deferral / active EE | $3,453 | $3,046+13.4% | $4,871-29.1% | $3,203+7.8% |
| Admin fee / account holder | $3,289 | $5,561-40.9% | $13,028-74.8% | $4,296-23.4% |