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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 | $87,272 | $91,198-4.3% | $178,503-51.1% | $79,856+9.3% |
| Participation rate | 77.2% | 69.2%+8.0pp | 81.9%-4.8pp | 69.6%+7.5pp |
| Annual return | 13.28% | 24.20%-10.9pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,373 | $3,257-27.1% | $5,011-52.6% | $2,471-4.0% |
| Participant deferral / active EE | $4,948 | $3,237+52.9% | $5,202-4.9% | $3,741+32.3% |
| Admin fee / account holder | $3,081 | $6,748-54.3% | $13,987-78.0% | $5,306-41.9% |