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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 | $83,882 | $81,262+3.2% | $155,602-46.1% | $80,911+3.7% |
| Participation rate | 94.3% | 66.2%+28.0pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 10.79% | 33.34%-22.6pp | 64.81%-54.0pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,787 | $3,102-42.4% | $4,675-61.8% | $2,756-35.2% |
| Participant deferral / active EE | $1,494 | $3,451-56.7% | $5,629-73.5% | $4,297-65.2% |
| Admin fee / account holder | $29,563 | $7,992+269.9% | $15,923+85.7% | $6,935+326.3% |