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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 | $78,111 | $84,236-7.3% | $170,439-54.2% | $70,124+11.4% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 18.76% | 23.06%-4.3pp | 205.94%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $4,143 | $3,387+22.3% | $5,433-23.7% | $2,342+76.9% |
| Participant deferral / active EE | $3,315 | $3,086+7.4% | $4,939-32.9% | $3,332-0.5% |
| Admin fee / account holder | $13,408 | $5,698+135.3% | $13,881-3.4% | $4,645+188.6% |