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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 | $82,962 | $86,288-3.9% | $111,306-25.5% | $85,851-3.4% |
| Participation rate | 81.0% | 73.3%+7.6pp | 77.3%+3.6pp | 69.3%+11.6pp |
| Annual return | 14.37% | 19.99%-5.6pp | 54.67%-40.3pp | 318.63%-304.3pp |
| Employer contribution / active EE | $1,632 | $2,044-20.2% | $2,732-40.3% | $2,565-36.4% |
| Participant deferral / active EE | $5,337 | $3,641+46.6% | $4,488+18.9% | $3,952+35.0% |
| Admin fee / account holder | $4,170 | $8,189-49.1% | $7,966-47.7% | $6,261-33.4% |