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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 | $84,853 | $76,551+10.8% | $123,894-31.5% | $62,881+34.9% |
| Participation rate | 78.2% | 73.0%+5.2pp | 81.4%-3.2pp | 69.3%+8.9pp |
| Annual return | 9.24% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,730 | $2,882-5.3% | $4,617-40.9% | $2,281+19.7% |
| Participant deferral / active EE | $5,385 | $4,840+11.3% | $5,984-10.0% | $3,203+68.1% |
| Admin fee / account holder | $17,771 | $4,826+268.2% | $8,357+112.6% | $4,296+313.7% |