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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 | $94,128 | $98,776-4.7% | $149,745-37.1% | $79,856+17.9% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.6%+9.8pp |
| Annual return | 14.28% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,011 | $3,217-37.5% | $4,646-56.7% | $2,471-18.6% |
| Participant deferral / active EE | $8,043 | $5,681+41.6% | $6,843+17.5% | $3,741+115.0% |
| Admin fee / account holder | $9,184 | $6,053+51.7% | $9,312-1.4% | $5,306+73.1% |