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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 | $86,533 | $86,298+0.3% | $111,308-22.3% | $85,847+0.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 15.37% | 19.99%-4.6pp | 54.67%-39.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,913 | $2,044+42.5% | $2,732+6.6% | $2,565+13.5% |
| Participant deferral / active EE | $6,874 | $3,641+88.8% | $4,487+53.2% | $3,952+73.9% |
| Admin fee / account holder | $3,850 | $8,189-53.0% | $7,965-51.7% | $6,261-38.5% |