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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 | $84,176 | $81,233+3.6% | $155,567-45.9% | $80,874+4.1% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.0pp | 67.6%+27.6pp |
| Annual return | 13.98% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $5,908 | $3,101+90.5% | $4,674+26.4% | $2,756+114.4% |
| Participant deferral / active EE | $4,561 | $3,452+32.1% | $5,628-19.0% | $4,297+6.1% |
| Admin fee / account holder | $2,150 | $7,998-73.1% | $15,916-86.5% | $6,935-69.0% |