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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 | $78,690+13.5% | $161,489-44.7% | $87,485+2.1% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 20.79% | 32.74%-11.9pp | 89.72%-68.9pp | 26.06%-5.3pp |
| Employer contribution / active EE | $2,790 | $2,588+7.8% | $4,268-34.6% | $2,596+7.5% |
| Participant deferral / active EE | $10,721 | $3,311+223.8% | $5,630+90.4% | $4,274+150.9% |
| Admin fee / account holder | $3,432 | $6,724-49.0% | $16,006-78.6% | $7,775-55.9% |