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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 | $81,002 | $91,179-11.2% | $178,499-54.6% | $79,852+1.4% |
| Participation rate | 71.2% | 69.2%+2.0pp | 81.9%-10.7pp | 69.6%+1.6pp |
| Annual return | 15.79% | 24.19%-8.4pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $2,466 | $3,256-24.2% | $5,011-50.8% | $2,471-0.2% |
| Participant deferral / active EE | $3,325 | $3,236+2.7% | $5,202-36.1% | $3,740-11.1% |
| Admin fee / account holder | $2,088 | $6,749-69.1% | $13,986-85.1% | $5,306-60.6% |