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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 | $83,501 | $76,551+9.1% | $123,894-32.6% | $62,881+32.8% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 6.35% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $944 | $2,882-67.2% | $4,617-79.6% | $2,281-58.6% |
| Participant deferral / active EE | $5,305 | $4,840+9.6% | $5,984-11.3% | $3,203+65.6% |
| Admin fee / account holder | $16,210 | $4,826+235.9% | $8,357+94.0% | $4,296+277.4% |