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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 | $107,072 | $78,690+36.1% | $161,489-33.7% | $87,485+22.4% |
| Participation rate | 81.7% | 67.5%+14.2pp | 78.7%+3.0pp | 68.9%+12.8pp |
| Annual return | 15.32% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,531 | $2,588-40.8% | $4,268-64.1% | $2,596-41.0% |
| Participant deferral / active EE | $6,170 | $3,311+86.4% | $5,630+9.6% | $4,274+44.4% |
| Admin fee / account holder | $16,471 | $6,724+145.0% | $16,006+2.9% | $7,775+111.9% |