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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 | $82,281 | $67,411+22.1% | $91,004-9.6% | $70,124+17.3% |
| Participation rate | 91.7% | 71.4%+20.3pp | 75.6%+16.1pp | 69.5%+22.1pp |
| Annual return | 17.78% | -40.16%+57.9pp | 4.60%+13.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,205 | $1,786+23.5% | $2,456-10.2% | $2,342-5.9% |
| Participant deferral / active EE | $2,850 | $2,823+1.0% | $3,548-19.7% | $3,332-14.4% |
| Admin fee / account holder | $4,042 | $4,236-4.6% | $5,417-25.4% | $4,645-13.0% |