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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 | $79,281 | $77,638+2.1% | $156,551-49.4% | $62,881+26.1% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 6.64% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,106 | $3,444-38.9% | $5,501-61.7% | $2,281-7.7% |
| Participant deferral / active EE | $3,700 | $3,046+21.5% | $4,871-24.1% | $3,203+15.5% |
| Admin fee / account holder | $16,300 | $5,561+193.1% | $13,028+25.1% | $4,296+279.5% |