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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 | $90,311 | $77,814+16.1% | $158,223-42.9% | $86,983+3.8% |
| Participation rate | 84.2% | 68.4%+15.8pp | 79.2%+5.0pp | 69.5%+14.7pp |
| Annual return | 16.91% | 30.54%-13.6pp | 52.09%-35.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,448 | $2,592-5.6% | $4,109-40.4% | $2,584-5.3% |
| Participant deferral / active EE | $3,974 | $3,270+21.6% | $5,467-27.3% | $4,194-5.2% |
| Admin fee / account holder | $1,090 | $5,879-81.5% | $16,047-93.2% | $7,856-86.1% |