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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 | $75,319 | $90,486-16.8% | $78,676-4.3% | $273,972-72.5% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | 6.66% | 75.62%-69.0pp | 62.19%-55.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,088 | $3,175-34.2% | $2,850-26.7% | $4,869-57.1% |
| Participant deferral / active EE | $3,859 | $3,901-1.1% | $3,517+9.7% | $5,287-27.0% |
| Admin fee / account holder | $13,397 | $5,263+154.5% | $4,510+197.1% | $10,133+32.2% |