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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 | $91,531 | $62,086+47.4% | $90,259+1.4% | $64,340+42.3% |
| Participation rate | 81.0% | 53.9%+27.1pp | 70.7%+10.2pp | 55.2%+25.7pp |
| Annual return | 16.02% | 16.73%-0.7pp | 18.88%-2.9pp | 24.14%-8.1pp |
| Employer contribution / active EE | $1,846 | $1,883-2.0% | $2,291-19.5% | $1,862-0.9% |
| Participant deferral / active EE | $5,414 | $2,557+111.7% | $3,827+41.5% | $2,980+81.7% |
| Admin fee / account holder | $13,938 | $3,317+320.1% | $7,267+91.8% | $3,703+276.4% |