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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 | $81,331+15.0% | $155,534-39.8% | $80,935+15.6% |
| Participation rate | 70.4% | 66.3%+4.2pp | 78.2%-7.8pp | 67.7%+2.8pp |
| Annual return | 20.09% | 33.37%-13.3pp | 64.92%-44.8pp | 35.66%-15.6pp |
| Employer contribution / active EE | $3,073 | $3,105-1.0% | $4,675-34.3% | $2,757+11.5% |
| Participant deferral / active EE | $5,942 | $3,454+72.0% | $5,630+5.5% | $4,299+38.2% |
| Admin fee / account holder | $27,835 | $7,999+248.0% | $15,900+75.1% | $6,924+302.0% |