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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 | $89,241 | $81,262+9.8% | $155,602-42.6% | $80,911+10.3% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 11.99% | 33.34%-21.4pp | 64.81%-52.8pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,306 | $3,102-57.9% | $4,675-72.1% | $2,756-52.6% |
| Participant deferral / active EE | $5,555 | $3,451+61.0% | $5,629-1.3% | $4,297+29.3% |
| Admin fee / account holder | $1,890 | $7,992-76.4% | $15,923-88.1% | $6,935-72.8% |