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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 | $81,240 | $80,983+0.3% | $96,544-15.9% | $75,177+8.1% |
| Participation rate | 79.5% | 71.8%+7.7pp | 76.0%+3.5pp | 67.2%+12.3pp |
| Annual return | 13.92% | 27.05%-13.1pp | 25.88%-12.0pp | 160.75%-146.8pp |
| Employer contribution / active EE | $2,738 | $2,282+19.9% | $2,966-7.7% | $2,671+2.5% |
| Participant deferral / active EE | $4,685 | $3,929+19.3% | $4,851-3.4% | $4,126+13.5% |
| Admin fee / account holder | $34,493 | $6,717+413.6% | $8,254+317.9% | $5,651+510.4% |