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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 | $90,227 | $78,425+15.0% | $95,956-6.0% | $79,858+13.0% |
| Participation rate | 91.3% | 73.5%+17.8pp | 77.1%+14.2pp | 69.6%+21.7pp |
| Annual return | 13.96% | 19.37%-5.4pp | 91.63%-77.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,971 | $1,945+1.3% | $2,541-22.4% | $2,471-20.2% |
| Participant deferral / active EE | $1,808 | $3,440-47.4% | $4,167-56.6% | $3,740-51.7% |
| Admin fee / account holder | $10,059 | $5,622+78.9% | $6,797+48.0% | $5,306+89.6% |