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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 | $80,220 | $106,749-24.9% | $145,433-44.8% | $82,448-2.7% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 18.21% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,809 | $3,444+10.6% | $4,554-16.4% | $2,551+49.3% |
| Participant deferral / active EE | $8,834 | $6,519+35.5% | $7,897+11.9% | $4,139+113.4% |
| Admin fee / account holder | $1,844 | $8,390-78.0% | $13,129-86.0% | $7,234-74.5% |