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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 | $86,692 | $77,814+11.4% | $158,223-45.2% | $86,983-0.3% |
| Participation rate | 75.9% | 68.4%+7.4pp | 79.2%-3.3pp | 69.5%+6.3pp |
| Annual return | 14.17% | 30.54%-16.4pp | 52.09%-37.9pp | 25.83%-11.7pp |
| Employer contribution / active EE | $3,027 | $2,592+16.8% | $4,109-26.3% | $2,584+17.1% |
| Participant deferral / active EE | $5,432 | $3,270+66.1% | $5,467-0.6% | $4,194+29.5% |
| Admin fee / account holder | $10,408 | $5,879+77.0% | $16,047-35.1% | $7,856+32.5% |