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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 | $87,399 | $98,760-11.5% | $149,715-41.6% | $79,858+9.4% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 13.80% | 27.43%-13.6pp | 276.66%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $1,892 | $3,217-41.2% | $4,645-59.3% | $2,471-23.4% |
| Participant deferral / active EE | $4,617 | $5,681-18.7% | $6,842-32.5% | $3,740+23.4% |
| Admin fee / account holder | $10,890 | $6,053+79.9% | $9,310+17.0% | $5,306+105.2% |