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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 | $78,690+8.6% | $161,489-47.1% | $87,485-2.3% |
| Participation rate | 92.5% | 67.5%+25.0pp | 78.7%+13.8pp | 68.9%+23.6pp |
| Annual return | 14.02% | 32.74%-18.7pp | 89.72%-75.7pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,479 | $2,588-4.2% | $4,268-41.9% | $2,596-4.5% |
| Participant deferral / active EE | $4,878 | $3,311+47.3% | $5,630-13.4% | $4,274+14.1% |
| Admin fee / account holder | $3,125 | $6,724-53.5% | $16,006-80.5% | $7,775-59.8% |