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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 | $93,240 | $81,233+14.8% | $155,567-40.1% | $80,874+15.3% |
| Participation rate | 89.8% | 66.2%+23.6pp | 78.2%+11.6pp | 67.6%+22.1pp |
| Annual return | 12.02% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $4,714 | $3,101+52.0% | $4,674+0.9% | $2,756+71.1% |
| Participant deferral / active EE | $3,319 | $3,452-3.9% | $5,628-41.0% | $4,297-22.8% |
| Admin fee / account holder | $1,602 | $7,998-80.0% | $15,916-89.9% | $6,935-76.9% |