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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 | $82,859 | $72,269+14.7% | $101,271-18.2% | $79,852+3.8% |
| Participation rate | 76.7% | 68.5%+8.3pp | 75.8%+0.9pp | 69.6%+7.1pp |
| Annual return | 12.36% | 22.29%-9.9pp | 46.48%-34.1pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,953 | $2,692-27.4% | $3,660-46.6% | $2,471-21.0% |
| Participant deferral / active EE | $4,875 | $3,282+48.6% | $4,371+11.5% | $3,740+30.3% |
| Admin fee / account holder | $9,413 | $4,401+113.9% | $5,948+58.3% | $5,306+77.4% |