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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 | $91,979 | $95,406-3.6% | $185,849-50.5% | $85,847+7.1% |
| Participation rate | 93.5% | 68.8%+24.7pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 14.67% | 23.59%-8.9pp | 122.10%-107.4pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,825 | $3,314-14.7% | $5,169-45.3% | $2,565+10.1% |
| Participant deferral / active EE | $5,126 | $3,424+49.7% | $5,569-7.9% | $3,952+29.7% |
| Admin fee / account holder | $7,663 | $7,214+6.2% | $16,244-52.8% | $6,261+22.4% |