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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 | $81,276+43.2% | $155,574-25.2% | $80,925+43.8% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.7%+19.0pp |
| Annual return | 16.74% | 33.36%-16.6pp | 64.87%-48.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $2,586 | $3,103-16.7% | $4,676-44.7% | $2,756-6.2% |
| Participant deferral / active EE | $4,705 | $3,453+36.3% | $5,629-16.4% | $4,299+9.5% |
| Admin fee / account holder | $2,301 | $7,993-71.2% | $15,914-85.5% | $6,940-66.8% |