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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 | $88,818 | $91,167-2.6% | $178,498-50.2% | $79,858+11.2% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 10.84% | 24.19%-13.3pp | 151.09%-140.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $5,862 | $3,255+80.1% | $5,011+17.0% | $2,471+137.2% |
| Participant deferral / active EE | $2,247 | $3,236-30.5% | $5,202-56.8% | $3,740-39.9% |
| Admin fee / account holder | $2,017 | $6,747-70.1% | $13,985-85.6% | $5,306-62.0% |