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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 | $81,601 | $65,027+25.5% | $90,970-10.3% | $79,852+2.2% |
| Participation rate | 78.9% | 61.6%+17.3pp | 69.0%+9.9pp | 69.6%+9.3pp |
| Annual return | 11.12% | 30.45%-19.3pp | 134.58%-123.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $2,632 | $1,247+111.0% | $2,122+24.0% | $2,471+6.5% |
| Participant deferral / active EE | $2,296 | $2,512-8.6% | $3,373-31.9% | $3,740-38.6% |
| Admin fee / account holder | $12,931 | $4,535+185.1% | $5,960+117.0% | $5,306+143.7% |