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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 | $93,061 | $86,288+7.8% | $111,306-16.4% | $85,851+8.4% |
| Participation rate | 82.3% | 73.3%+8.9pp | 77.3%+4.9pp | 69.3%+12.9pp |
| Annual return | 12.22% | 19.99%-7.8pp | 54.67%-42.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $1,295 | $2,044-36.7% | $2,732-52.6% | $2,565-49.5% |
| Participant deferral / active EE | $3,137 | $3,641-13.9% | $4,488-30.1% | $3,952-20.6% |
| Admin fee / account holder | $5,276 | $8,189-35.6% | $7,966-33.8% | $6,261-15.7% |