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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 | $81,197 | $80,705+0.6% | $115,768-29.9% | $67,986+19.4% |
| Participation rate | 92.7% | 63.0%+29.8pp | 74.4%+18.3pp | 57.2%+35.5pp |
| Annual return | 19.44% | 18.49%+1.0pp | 100.46%-81.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $2,056 | $2,046+0.4% | $2,940-30.1% | $2,019+1.8% |
| Participant deferral / active EE | $5,688 | $3,559+59.8% | $4,917+15.7% | $3,358+69.4% |
| Admin fee / account holder | $11,343 | $4,135+174.3% | $12,439-8.8% | $3,203+254.1% |