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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 | $85,439 | $76,407+11.8% | $150,298-43.2% | $82,448+3.6% |
| Participation rate | 92.5% | 66.4%+26.1pp | 77.8%+14.7pp | 68.1%+24.4pp |
| Annual return | 14.02% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,479 | $2,614-5.2% | $4,154-40.3% | $2,551-2.8% |
| Participant deferral / active EE | $4,878 | $3,214+51.7% | $5,453-10.5% | $4,139+17.8% |
| Admin fee / account holder | $3,125 | $6,352-50.8% | $14,116-77.9% | $7,234-56.8% |