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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 | $81,457+19.0% | $103,378-6.2% | $80,911+19.8% |
| Participation rate | 78.1% | 66.8%+11.3pp | 74.5%+3.6pp | 67.6%+10.5pp |
| Annual return | 13.33% | 25.58%-12.2pp | 24.91%-11.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $2,559 | $3,107-17.7% | $3,870-33.9% | $2,756-7.2% |
| Participant deferral / active EE | $5,758 | $3,871+48.7% | $5,058+13.8% | $4,297+34.0% |
| Admin fee / account holder | $39,264 | $6,717+484.6% | $8,401+367.4% | $6,935+466.2% |