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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 | $85,223 | $90,674-6.0% | $96,707-11.9% | $82,448+3.4% |
| Participation rate | 87.0% | 75.9%+11.1pp | 80.4%+6.7pp | 68.1%+18.9pp |
| Annual return | 16.71% | 49.05%-32.3pp | 34.78%-18.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,432 | $3,975+36.7% | $4,191+29.6% | $2,551+112.9% |
| Participant deferral / active EE | $2,864 | $5,696-49.7% | $5,997-52.2% | $4,139-30.8% |
| Admin fee / account holder | $4,408 | $7,568-41.8% | $7,503-41.2% | $7,234-39.1% |