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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 | $86,413 | $91,198-5.2% | $178,503-51.6% | $79,856+8.2% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 11.54% | 24.20%-12.7pp | 151.12%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $8,494 | $3,257+160.8% | $5,011+69.5% | $2,471+243.7% |
| Participant deferral / active EE | $3,774 | $3,237+16.6% | $5,202-27.4% | $3,741+0.9% |
| Admin fee / account holder | $19,228 | $6,748+184.9% | $13,987+37.5% | $5,306+262.4% |