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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 | $95,787 | $58,627+63.4% | $76,735+24.8% | $82,448+16.2% |
| Participation rate | 80.0% | 63.2%+16.8pp | 69.5%+10.5pp | 68.1%+11.9pp |
| Annual return | 17.94% | 39.10%-21.2pp | 29.77%-11.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,716 | $1,729-0.8% | $2,454-30.1% | $2,551-32.7% |
| Participant deferral / active EE | $1,455 | $3,134-53.6% | $4,088-64.4% | $4,139-64.9% |
| Admin fee / account holder | $1,341 | $5,323-74.8% | $7,189-81.3% | $7,234-81.5% |