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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 | $84,063 | $84,236-0.2% | $170,435-50.7% | $70,126+19.9% |
| Participation rate | 91.2% | 70.8%+20.4pp | 83.6%+7.6pp | 69.5%+21.7pp |
| Annual return | 14.17% | 23.06%-8.9pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,928 | $3,387-43.1% | $5,432-64.5% | $2,343-17.7% |
| Participant deferral / active EE | $4,822 | $3,086+56.3% | $4,939-2.4% | $3,332+44.7% |
| Admin fee / account holder | $1,502 | $5,698-73.6% | $13,881-89.2% | $4,645-67.7% |