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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 | $85,370 | $65,034+31.3% | $90,970-6.2% | $79,856+6.9% |
| Participation rate | 73.9% | 61.6%+12.2pp | 69.0%+4.8pp | 69.6%+4.2pp |
| Annual return | 15.27% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,199 | $1,247-3.9% | $2,122-43.5% | $2,471-51.5% |
| Participant deferral / active EE | $4,335 | $2,512+72.6% | $3,373+28.5% | $3,741+15.9% |
| Admin fee / account holder | $1,057 | $4,536-76.7% | $5,961-82.3% | $5,306-80.1% |