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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 | $78,779 | $64,311+22.5% | $57,356+37.4% | $125,389-37.2% |
| Participation rate | 81.3% | 78.6%+2.6pp | 75.1%+6.2pp | 83.2%-1.9pp |
| Annual return | 0.12% | 25.14%-25.0pp | 24.41%-24.3pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,965 | $3,193-7.1% | $2,689+10.3% | $4,866-39.1% |
| Participant deferral / active EE | $5,913 | $3,846+53.7% | $3,162+87.0% | $5,352+10.5% |
| Admin fee / account holder | $16,313 | $5,243+211.1% | $3,357+385.9% | $9,541+71.0% |