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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 | $78,896 | $77,814+1.4% | $158,223-50.1% | $86,983-9.3% |
| Participation rate | 84.4% | 68.4%+16.0pp | 79.2%+5.2pp | 69.5%+14.9pp |
| Annual return | 15.84% | 30.54%-14.7pp | 52.09%-36.2pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,393 | $2,592-7.7% | $4,109-41.8% | $2,584-7.4% |
| Participant deferral / active EE | $5,237 | $3,270+60.2% | $5,467-4.2% | $4,194+24.9% |
| Admin fee / account holder | $13,962 | $5,879+137.5% | $16,047-13.0% | $7,856+77.7% |