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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 | $87,352 | $71,208+22.7% | $93,681-6.8% | $80,911+8.0% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 17.71% | 11.27%+6.4pp | 133.47%-115.8pp | 35.63%-17.9pp |
| Employer contribution / active EE | $1,381 | $1,564-11.7% | $2,422-43.0% | $2,756-49.9% |
| Participant deferral / active EE | $4,099 | $4,035+1.6% | $4,415-7.2% | $4,297-4.6% |
| Admin fee / account holder | $3,554 | $6,951-48.9% | $8,290-57.1% | $6,935-48.8% |