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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 | $90,749 | $117,846-23.0% | $102,434-11.4% | $145,884-37.8% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 11.53% | 31.90%-20.4pp | 29.46%-17.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,443 | $3,615-32.4% | $3,023-19.2% | $4,662-47.6% |
| Participant deferral / active EE | $6,048 | $5,733+5.5% | $5,055+19.6% | $6,690-9.6% |
| Admin fee / account holder | $2,710 | $13,356-79.7% | $9,462-71.4% | $13,392-79.8% |