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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 | $85,137 | $67,602+25.9% | $82,312+3.4% | $70,126+21.4% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.9%-0.7pp | 69.5%+6.7pp |
| Annual return | 15.78% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,563 | $1,755-10.9% | $2,428-35.6% | $2,343-33.3% |
| Participant deferral / active EE | $4,341 | $2,987+45.3% | $3,706+17.1% | $3,332+30.3% |
| Admin fee / account holder | $31,390 | $4,512+595.8% | $5,608+459.8% | $4,645+575.7% |