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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 | $72,040 | $78,428-8.1% | $95,960-24.9% | $79,852-9.8% |
| Participation rate | 80.9% | 73.5%+7.4pp | 77.1%+3.8pp | 69.6%+11.2pp |
| Annual return | 15.85% | 19.37%-3.5pp | 91.63%-75.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,245 | $1,945-36.0% | $2,541-51.0% | $2,471-49.6% |
| Participant deferral / active EE | $4,584 | $3,440+33.3% | $4,167+10.0% | $3,740+22.5% |
| Admin fee / account holder | $13,381 | $5,622+138.0% | $6,797+96.9% | $5,306+152.2% |