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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 | $81,233+43.3% | $155,567-25.2% | $80,874+43.9% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 16.74% | 33.33%-16.6pp | 64.74%-48.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $2,586 | $3,101-16.6% | $4,674-44.7% | $2,756-6.2% |
| Participant deferral / active EE | $4,705 | $3,452+36.3% | $5,628-16.4% | $4,297+9.5% |
| Admin fee / account holder | $2,301 | $7,998-71.2% | $15,916-85.5% | $6,935-66.8% |