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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 | $96,967 | $81,504+19.0% | $102,437-5.3% | $80,959+19.8% |
| Participation rate | 78.1% | 66.9%+11.3pp | 74.5%+3.6pp | 67.7%+10.5pp |
| Annual return | 13.33% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,559 | $3,104-17.6% | $3,871-33.9% | $2,757-7.2% |
| Participant deferral / active EE | $5,758 | $3,871+48.8% | $5,060+13.8% | $4,300+33.9% |
| Admin fee / account holder | $39,264 | $6,719+484.3% | $8,388+368.1% | $6,925+467.0% |