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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 | $79,966 | $88,672-9.8% | $105,223-24.0% | $82,448-3.0% |
| Participation rate | 82.9% | 67.9%+15.0pp | 75.0%+7.9pp | 68.1%+14.9pp |
| Annual return | 15.05% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,191 | $3,048+4.7% | $3,689-13.5% | $2,551+25.1% |
| Participant deferral / active EE | $4,332 | $4,036+7.3% | $5,072-14.6% | $4,139+4.7% |
| Admin fee / account holder | $10,670 | $7,146+49.3% | $8,859+20.4% | $7,234+47.5% |