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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 | $90,227 | $77,908+15.8% | $149,696-39.7% | $75,173+20.0% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 21.28% | 31.73%-10.4pp | 134.46%-113.2pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,876 | $3,138-8.4% | $4,821-40.4% | $2,671+7.7% |
| Participant deferral / active EE | $6,255 | $3,411+83.4% | $5,682+10.1% | $4,126+51.6% |
| Admin fee / account holder | $1,571 | $5,950-73.6% | $13,212-88.1% | $5,651-72.2% |