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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 | $93,561 | $81,233+15.2% | $155,567-39.9% | $80,874+15.7% |
| Participation rate | 70.4% | 66.2%+4.2pp | 78.2%-7.8pp | 67.6%+2.8pp |
| Annual return | 20.09% | 33.33%-13.2pp | 64.74%-44.6pp | 35.62%-15.5pp |
| Employer contribution / active EE | $3,073 | $3,101-0.9% | $4,674-34.3% | $2,756+11.5% |
| Participant deferral / active EE | $5,942 | $3,452+72.1% | $5,628+5.6% | $4,297+38.3% |
| Admin fee / account holder | $27,835 | $7,998+248.0% | $15,916+74.9% | $6,935+301.4% |