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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 | $86,266 | $86,2880% | $111,306-22.5% | $85,851+0.5% |
| Participation rate | 85.0% | 73.3%+11.7pp | 77.3%+7.7pp | 69.3%+15.7pp |
| Annual return | 17.52% | 19.99%-2.5pp | 54.67%-37.1pp | 318.63%-301.1pp |
| Employer contribution / active EE | $2,074 | $2,044+1.5% | $2,732-24.1% | $2,565-19.2% |
| Participant deferral / active EE | $5,353 | $3,641+47.0% | $4,488+19.3% | $3,952+35.4% |
| Admin fee / account holder | $6,567 | $8,189-19.8% | $7,966-17.6% | $6,261+4.9% |