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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 | $89,290 | $76,407+16.9% | $150,298-40.6% | $82,448+8.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 20.79% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,790 | $2,614+6.7% | $4,154-32.8% | $2,551+9.4% |
| Participant deferral / active EE | $10,721 | $3,214+233.5% | $5,453+96.6% | $4,139+159.0% |
| Admin fee / account holder | $3,432 | $6,352-46.0% | $14,116-75.7% | $7,234-52.6% |