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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 | $85,302 | $93,589-8.9% | $135,942-37.3% | $75,181+13.5% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 15.18% | 30.90%-15.7pp | 68.28%-53.1pp | 160.69%-145.5pp |
| Employer contribution / active EE | $3,074 | $3,537-13.1% | $4,858-36.7% | $2,671+15.1% |
| Participant deferral / active EE | $8,458 | $6,405+32.0% | $7,759+9.0% | $4,126+105.0% |
| Admin fee / account holder | $23,097 | $6,977+231.0% | $10,764+114.6% | $5,650+308.8% |