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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 | $101,507 | $78,690+29.0% | $161,489-37.1% | $87,485+16.0% |
| Participation rate | 85.0% | 67.5%+17.5pp | 78.7%+6.3pp | 68.9%+16.1pp |
| Annual return | 21.30% | 32.74%-11.4pp | 89.72%-68.4pp | 26.06%-4.8pp |
| Employer contribution / active EE | $2,348 | $2,588-9.3% | $4,268-45.0% | $2,596-9.5% |
| Participant deferral / active EE | $3,776 | $3,311+14.0% | $5,630-32.9% | $4,274-11.6% |
| Admin fee / account holder | $15,745 | $6,724+134.2% | $16,006-1.6% | $7,775+102.5% |