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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 | $95,084 | $65,685+44.8% | $57,181+66.3% | $273,965-65.3% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 4.15% | 21.99%-17.8pp | 14.59%-10.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,579 | $3,279-51.8% | $2,682-41.1% | $4,869-67.6% |
| Participant deferral / active EE | $4,131 | $3,781+9.3% | $3,096+33.4% | $5,287-21.9% |
| Admin fee / account holder | $11,292 | $4,835+133.6% | $3,139+259.7% | $10,132+11.4% |