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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 | $86,812 | $72,492+19.8% | $87,104-0.3% | $72,975+19.0% |
| Participation rate | 72.6% | 72.8%-0.2pp | 76.9%-4.3pp | 69.5%+3.1pp |
| Annual return | 21.62% | 24.46%-2.8pp | 28.19%-6.6pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,965 | $1,894+56.5% | $2,521+17.6% | $2,440+21.5% |
| Participant deferral / active EE | $4,430 | $3,270+35.5% | $4,048+9.4% | $3,608+22.8% |
| Admin fee / account holder | $20,388 | $5,055+303.3% | $7,491+172.2% | $5,124+297.9% |