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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 | $92,264 | $93,064-0.9% | $74,577+23.7% | $273,970-66.3% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 9.35% | 26.18%-16.8pp | 20.47%-11.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $13,957 | $3,160+341.7% | $2,525+452.7% | $4,869+186.7% |
| Participant deferral / active EE | $6,932 | $4,160+66.6% | $3,458+100.5% | $5,287+31.1% |
| Admin fee / account holder | $1,395 | $5,273-73.6% | $4,138-66.3% | $10,132-86.2% |