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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 | $81,358+14.6% | $155,556-40.1% | $80,959+15.2% |
| Participation rate | 89.8% | 66.3%+23.5pp | 78.2%+11.6pp | 67.7%+22.1pp |
| Annual return | 12.02% | 33.39%-21.4pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $4,714 | $3,106+51.8% | $4,675+0.8% | $2,757+71.0% |
| Participant deferral / active EE | $3,319 | $3,455-3.9% | $5,631-41.1% | $4,300-22.8% |
| Admin fee / account holder | $1,602 | $7,994-80.0% | $15,885-89.9% | $6,925-76.9% |