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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 | $82,547 | $101,798-18.9% | $165,071-50.0% | $80,935+2.0% |
| Participation rate | 91.5% | 71.8%+19.7pp | 78.6%+12.9pp | 67.7%+23.8pp |
| Annual return | 15.83% | 16.73%-0.9pp | 70.17%-54.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,090 | $2,954-29.2% | $4,347-51.9% | $2,757-24.2% |
| Participant deferral / active EE | $5,853 | $4,476+30.8% | $6,035-3.0% | $4,299+36.1% |
| Admin fee / account holder | $9,125 | $8,221+11.0% | $12,695-28.1% | $6,924+31.8% |