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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 | $85,795 | $73,978+16.0% | $96,515-11.1% | $75,173+14.1% |
| Participation rate | 76.7% | 66.4%+10.3pp | 74.3%+2.4pp | 67.2%+9.5pp |
| Annual return | 16.20% | 26.72%-10.5pp | 35.73%-19.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $2,408 | $2,931-17.8% | $3,740-35.6% | $2,671-9.8% |
| Participant deferral / active EE | $5,306 | $3,660+45.0% | $4,880+8.7% | $4,126+28.6% |
| Admin fee / account holder | $15,729 | $5,219+201.4% | $6,735+133.5% | $5,651+178.4% |