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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 | $79,086 | $49,255+60.6% | $70,494+12.2% | $79,856-1.0% |
| Participation rate | 84.0% | 69.2%+14.8pp | 75.1%+8.9pp | 69.6%+14.4pp |
| Annual return | 11.88% | 30.10%-18.2pp | 109.16%-97.3pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,293 | $2,100-38.4% | $2,738-52.8% | $2,471-47.7% |
| Participant deferral / active EE | $2,196 | $2,768-20.7% | $3,711-40.8% | $3,741-41.3% |
| Admin fee / account holder | $8,541 | $2,879+196.6% | $3,848+122.0% | $5,306+60.9% |