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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 | $81,372 | $76,407+6.5% | $150,298-45.9% | $82,448-1.3% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 17.30% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,157 | $2,614+20.8% | $4,154-24.0% | $2,551+23.8% |
| Participant deferral / active EE | $6,235 | $3,214+94.0% | $5,453+14.3% | $4,139+50.6% |
| Admin fee / account holder | $14,525 | $6,352+128.7% | $14,116+2.9% | $7,234+100.8% |