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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 | $88,299 | $91,198-3.2% | $178,503-50.5% | $79,856+10.6% |
| Participation rate | 89.6% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 19.64% | 24.20%-4.6pp | 151.12%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,653 | $3,257-18.5% | $5,011-47.0% | $2,471+7.4% |
| Participant deferral / active EE | $4,754 | $3,237+46.9% | $5,202-8.6% | $3,741+27.1% |
| Admin fee / account holder | $7,682 | $6,748+13.8% | $13,987-45.1% | $5,306+44.8% |