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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 | $94,267 | $110,278-14.5% | $95,740-1.5% | $139,466-32.4% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.08% | 27.19%-16.1pp | 28.41%-17.3pp | 373.66%-362.6pp |
| Employer contribution / active EE | $2,381 | $3,260-27.0% | $2,836-16.0% | $4,754-49.9% |
| Participant deferral / active EE | $7,486 | $4,674+60.2% | $4,244+76.4% | $6,712+11.5% |
| Admin fee / account holder | $2,202 | $6,613-66.7% | $5,676-61.2% | $11,409-80.7% |