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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 | $71,197+22.7% | $93,669-6.7% | $80,925+7.9% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.7%+17.0pp |
| Annual return | 17.71% | 11.27%+6.4pp | 133.59%-115.9pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,381 | $1,565-11.7% | $2,424-43.0% | $2,756-49.9% |
| Participant deferral / active EE | $4,099 | $4,036+1.6% | $4,416-7.2% | $4,299-4.7% |
| Admin fee / account holder | $3,554 | $6,959-48.9% | $8,291-57.1% | $6,940-48.8% |