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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 | $78,882 | $91,559-13.8% | $133,978-41.1% | $79,856-1.2% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 35.42% | 61.85%-26.4pp | 45.10%-9.7pp | 31.71%+3.7pp |
| Employer contribution / active EE | $1,581 | $2,384-33.7% | $3,919-59.7% | $2,471-36.0% |
| Participant deferral / active EE | $3,879 | $3,734+3.9% | $5,047-23.1% | $3,741+3.7% |
| Admin fee / account holder | $12,942 | $6,321+104.7% | $8,930+44.9% | $5,306+143.9% |