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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 | $78,233 | $87,733-10.8% | $106,555-26.6% | $85,847-8.9% |
| Participation rate | 75.7% | 71.9%+3.7pp | 76.1%-0.5pp | 69.3%+6.4pp |
| Annual return | 13.55% | 21.86%-8.3pp | 26.80%-13.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $1,982 | $2,073-4.4% | $2,819-29.7% | $2,565-22.7% |
| Participant deferral / active EE | $4,422 | $3,469+27.5% | $4,399+0.5% | $3,952+11.9% |
| Admin fee / account holder | $10,344 | $6,767+52.9% | $7,408+39.6% | $6,261+65.2% |