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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 | $82,483 | $91,559-9.9% | $133,971-38.4% | $79,852+3.3% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.5pp |
| Annual return | 13.38% | 61.85%-48.5pp | 45.09%-31.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,292 | $2,384-45.8% | $3,919-67.0% | $2,471-47.7% |
| Participant deferral / active EE | $3,961 | $3,734+6.1% | $5,047-21.5% | $3,740+5.9% |
| Admin fee / account holder | $10,506 | $6,321+66.2% | $8,929+17.7% | $5,306+98.0% |