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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 | $88,711 | $85,171+4.2% | $172,752-48.6% | $72,975+21.6% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 21.50% | 27.32%-5.8pp | 802.97%-781.5pp | 81.01%-59.5pp |
| Employer contribution / active EE | $2,808 | $3,324-15.5% | $5,144-45.4% | $2,440+15.1% |
| Participant deferral / active EE | $8,601 | $3,260+163.8% | $5,198+65.5% | $3,608+138.4% |
| Admin fee / account holder | $6,437 | $5,880+9.5% | $13,955-53.9% | $5,124+25.6% |