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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 | $80,331 | $76,551+4.9% | $123,894-35.2% | $62,881+27.8% |
| Participation rate | 84.8% | 73.0%+11.9pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 9.27% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,312 | $2,882+14.9% | $4,617-28.3% | $2,281+45.2% |
| Participant deferral / active EE | $4,135 | $4,840-14.6% | $5,984-30.9% | $3,203+29.1% |
| Admin fee / account holder | $13,001 | $4,826+169.4% | $8,357+55.6% | $4,296+202.6% |