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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 | $85,311 | $84,236+1.3% | $170,435-49.9% | $70,126+21.7% |
| Participation rate | 93.3% | 70.8%+22.4pp | 83.6%+9.7pp | 69.5%+23.7pp |
| Annual return | 20.84% | 23.06%-2.2pp | 205.94%-185.1pp | 73.15%-52.3pp |
| Employer contribution / active EE | $6,588 | $3,387+94.5% | $5,432+21.3% | $2,343+181.2% |
| Participant deferral / active EE | $4,952 | $3,086+60.5% | $4,939+0.3% | $3,332+48.6% |
| Admin fee / account holder | $2,996 | $5,698-47.4% | $13,881-78.4% | $4,645-35.5% |