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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 | $80,556 | $81,276-0.9% | $155,574-48.2% | $80,925-0.5% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 13.56% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,709 | $3,103+84.0% | $4,676+22.1% | $2,756+107.1% |
| Participant deferral / active EE | $5,026 | $3,453+45.5% | $5,629-10.7% | $4,299+16.9% |
| Admin fee / account holder | $2,302 | $7,993-71.2% | $15,914-85.5% | $6,940-66.8% |