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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 | $81,828 | $78,428+4.3% | $95,960-14.7% | $79,852+2.5% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 14.58% | 19.37%-4.8pp | 91.63%-77.1pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,692 | $1,945-13.0% | $2,541-33.4% | $2,471-31.5% |
| Participant deferral / active EE | $3,399 | $3,440-1.2% | $4,167-18.4% | $3,740-9.1% |
| Admin fee / account holder | $3,049 | $5,622-45.8% | $6,797-55.1% | $5,306-42.5% |