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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 | $91,397 | $77,358+18.1% | $102,184-10.6% | $87,485+4.5% |
| Participation rate | 82.5% | 78.7%+3.9pp | 82.6%-0.1pp | 68.9%+13.6pp |
| Annual return | 15.32% | 41.11%-25.8pp | 31.58%-16.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,398 | $2,562-6.4% | $3,594-33.3% | $2,596-7.6% |
| Participant deferral / active EE | $4,995 | $6,753-26.0% | $8,309-39.9% | $4,274+16.9% |
| Admin fee / account holder | $12,333 | $6,809+81.1% | $11,609+6.2% | $7,775+58.6% |