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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 | $87,917 | $57,140+53.9% | $85,240+3.1% | $80,959+8.6% |
| Participation rate | 77.1% | 56.4%+20.7pp | 67.5%+9.6pp | 67.7%+9.5pp |
| Annual return | 12.74% | 21.71%-9.0pp | 66.75%-54.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,447 | $1,802+35.8% | $2,735-10.5% | $2,757-11.2% |
| Participant deferral / active EE | $6,403 | $3,115+105.5% | $4,527+41.4% | $4,300+48.9% |
| Admin fee / account holder | $2,937 | $4,992-41.2% | $6,165-52.4% | $6,925-57.6% |