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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 | $75,541+14.8% | $152,093-43.0% | $82,637+4.9% |
| Participation rate | 75.9% | 66.5%+9.3pp | 77.8%-1.9pp | 68.1%+7.8pp |
| Annual return | 14.17% | 32.56%-18.4pp | 66.36%-52.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $3,027 | $2,622+15.4% | $4,175-27.5% | $2,552+18.6% |
| Participant deferral / active EE | $5,432 | $3,206+69.5% | $5,451-0.4% | $4,126+31.7% |
| Admin fee / account holder | $10,408 | $6,405+62.5% | $14,497-28.2% | $7,339+41.8% |