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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 | $87,417 | $78,690+11.1% | $161,489-45.9% | $87,485-0.1% |
| Participation rate | 91.2% | 67.5%+23.8pp | 78.7%+12.5pp | 68.9%+22.3pp |
| Annual return | 15.75% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,889 | $2,588+11.6% | $4,268-32.3% | $2,596+11.3% |
| Participant deferral / active EE | $3,284 | $3,311-0.8% | $5,630-41.7% | $4,274-23.2% |
| Admin fee / account holder | $3,628 | $6,724-46.0% | $16,006-77.3% | $7,775-53.3% |