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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 | $82,240 | $108,825-24.4% | $156,181-47.3% | $82,448-0.3% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 16.28% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,096 | $2,870+7.9% | $4,294-27.9% | $2,551+21.4% |
| Participant deferral / active EE | $4,715 | $4,577+3.0% | $6,132-23.1% | $4,139+13.9% |
| Admin fee / account holder | $5,368 | $9,341-42.5% | $14,586-63.2% | $7,234-25.8% |