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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 | $89,635 | $76,551+17.1% | $123,894-27.7% | $62,881+42.5% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 6.73% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,196 | $2,882-58.5% | $4,617-74.1% | $2,281-47.6% |
| Participant deferral / active EE | $8,192 | $4,840+69.3% | $5,984+36.9% | $3,203+155.8% |
| Admin fee / account holder | $15,571 | $4,826+222.7% | $8,357+86.3% | $4,296+262.5% |