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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 | $81,643 | $81,262+0.5% | $155,602-47.5% | $80,911+0.9% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 14.18% | 33.34%-19.2pp | 64.81%-50.6pp | 35.63%-21.5pp |
| Employer contribution / active EE | $1,553 | $3,102-50.0% | $4,675-66.8% | $2,756-43.7% |
| Participant deferral / active EE | $2,878 | $3,451-16.6% | $5,629-48.9% | $4,297-33.0% |
| Admin fee / account holder | $3,899 | $7,992-51.2% | $15,923-75.5% | $6,935-43.8% |