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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 | $80,384 | $67,411+19.2% | $91,004-11.7% | $70,126+14.6% |
| Participation rate | 85.4% | 71.4%+14.1pp | 75.6%+9.8pp | 69.5%+15.9pp |
| Annual return | 15.16% | -40.16%+55.3pp | 4.60%+10.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,500 | $1,786+40.0% | $2,456+1.8% | $2,343+6.7% |
| Participant deferral / active EE | $2,858 | $2,823+1.3% | $3,548-19.4% | $3,332-14.2% |
| Admin fee / account holder | $13,303 | $4,236+214.0% | $5,417+145.6% | $4,645+186.4% |