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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 | $87,925 | $93,345-5.8% | $119,126-26.2% | $87,485+0.5% |
| Participation rate | 90.2% | 68.7%+21.5pp | 75.8%+14.4pp | 68.9%+21.3pp |
| Annual return | 17.91% | 19.08%-1.2pp | 282.11%-264.2pp | 26.06%-8.1pp |
| Employer contribution / active EE | $5,003 | $3,172+57.7% | $4,034+24.0% | $2,596+92.7% |
| Participant deferral / active EE | $5,940 | $4,099+44.9% | $5,318+11.7% | $4,274+39.0% |
| Admin fee / account holder | $2,648 | $8,039-67.1% | $10,693-75.2% | $7,775-65.9% |