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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 | $92,236 | $104,251-11.5% | $91,004+1.4% | $147,586-37.5% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 15.42% | 27.06%-11.6pp | 4.60%+10.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,688 | $3,116-13.7% | $2,456+9.4% | $4,876-44.9% |
| Participant deferral / active EE | $3,836 | $4,195-8.6% | $3,548+8.1% | $5,439-29.5% |
| Admin fee / account holder | $2,275 | $8,948-74.6% | $5,417-58.0% | $10,886-79.1% |