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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 | $91,974 | $76,407+20.4% | $150,298-38.8% | $82,448+11.6% |
| Participation rate | 78.1% | 66.4%+11.7pp | 77.8%+0.4pp | 68.1%+10.1pp |
| Annual return | 13.87% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,837 | $2,614+46.8% | $4,154-7.6% | $2,551+50.4% |
| Participant deferral / active EE | $3,529 | $3,214+9.8% | $5,453-35.3% | $4,139-14.7% |
| Admin fee / account holder | $6,487 | $6,352+2.1% | $14,116-54.0% | $7,234-10.3% |