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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 | $93,124 | $84,236+10.6% | $170,435-45.4% | $70,126+32.8% |
| Participation rate | 92.1% | 70.8%+21.3pp | 83.6%+8.5pp | 69.5%+22.6pp |
| Annual return | 12.52% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,953 | $3,387-42.3% | $5,432-64.0% | $2,343-16.6% |
| Participant deferral / active EE | $3,823 | $3,086+23.9% | $4,939-22.6% | $3,332+14.7% |
| Admin fee / account holder | $13,685 | $5,698+140.2% | $13,881-1.4% | $4,645+194.6% |