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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 | $92,021 | $91,179+0.9% | $178,499-48.4% | $79,852+15.2% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.6pp |
| Annual return | 14.40% | 24.19%-9.8pp | 151.10%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,515 | $3,256-53.5% | $5,011-69.8% | $2,471-38.7% |
| Participant deferral / active EE | $6,250 | $3,236+93.1% | $5,202+20.1% | $3,740+67.1% |
| Admin fee / account holder | $3,007 | $6,749-55.4% | $13,986-78.5% | $5,306-43.3% |