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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 | $79,110 | $69,977+13.1% | $108,582-27.1% | $62,881+25.8% |
| Participation rate | 86.6% | 72.9%+13.7pp | 79.6%+7.0pp | 69.3%+17.3pp |
| Annual return | 9.59% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,407 | $2,135+59.6% | $3,758-9.4% | $2,281+49.4% |
| Participant deferral / active EE | $3,149 | $3,165-0.5% | $4,311-26.9% | $3,203-1.7% |
| Admin fee / account holder | $4,811 | $5,076-5.2% | $7,645-37.1% | $4,296+12.0% |