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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 | $90,012 | $91,179-1.3% | $178,499-49.6% | $79,852+12.7% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 15.06% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,973 | $3,256-39.4% | $5,011-60.6% | $2,471-20.2% |
| Participant deferral / active EE | $5,573 | $3,236+72.2% | $5,202+7.1% | $3,740+49.0% |
| Admin fee / account holder | $961 | $6,749-85.8% | $13,986-93.1% | $5,306-81.9% |