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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 | $90,379 | $72,273+25.1% | $101,275-10.8% | $79,856+13.2% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 15.82% | 22.30%-6.5pp | 46.48%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,990 | $2,691+122.6% | $3,660+63.7% | $2,471+142.4% |
| Participant deferral / active EE | $2,094 | $3,282-36.2% | $4,371-52.1% | $3,741-44.0% |
| Admin fee / account holder | $1,578 | $4,401-64.1% | $5,948-73.5% | $5,306-70.3% |