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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 | $50,006 | $48,078+4.0% | $78,676-36.4% | $62,881-20.5% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.1pp | 69.3%+16.4pp |
| Annual return | 9.54% | 31.36%-21.8pp | 62.19%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,256 | $2,015+12.0% | $2,850-20.8% | $2,281-1.1% |
| Participant deferral / active EE | $3,644 | $2,587+40.9% | $3,517+3.6% | $3,203+13.8% |
| Admin fee / account holder | $7,167 | $3,206+123.5% | $4,510+58.9% | $4,296+66.8% |