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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 | $89,296 | $81,504+9.6% | $102,437-12.8% | $80,959+10.3% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 11.32% | 25.60%-14.3pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,055 | $3,104-33.8% | $3,871-46.9% | $2,757-25.4% |
| Participant deferral / active EE | $4,889 | $3,871+26.3% | $5,060-3.4% | $4,300+13.7% |
| Admin fee / account holder | $19,790 | $6,719+194.5% | $8,388+135.9% | $6,925+185.8% |