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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 | $116,376 | $81,358+43.0% | $155,556-25.2% | $80,959+43.7% |
| Participation rate | 86.7% | 66.3%+20.4pp | 78.2%+8.4pp | 67.7%+19.0pp |
| Annual return | 16.74% | 33.39%-16.6pp | 64.84%-48.1pp | 35.67%-18.9pp |
| Employer contribution / active EE | $2,586 | $3,106-16.8% | $4,675-44.7% | $2,757-6.2% |
| Participant deferral / active EE | $4,705 | $3,455+36.2% | $5,631-16.4% | $4,300+9.4% |
| Admin fee / account holder | $2,301 | $7,994-71.2% | $15,885-85.5% | $6,925-66.8% |