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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 | $82,432 | $81,504+1.1% | $102,437-19.5% | $80,959+1.8% |
| Participation rate | 85.5% | 66.9%+18.6pp | 74.5%+11.0pp | 67.7%+17.8pp |
| Annual return | 11.97% | 25.60%-13.6pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,185 | $3,104-29.6% | $3,871-43.6% | $2,757-20.8% |
| Participant deferral / active EE | $7,199 | $3,871+86.0% | $5,060+42.3% | $4,300+67.4% |
| Admin fee / account holder | $22,815 | $6,719+239.5% | $8,388+172.0% | $6,925+229.4% |