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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 | $85,288 | $84,518+0.9% | $67,704+26.0% | $125,389-32.0% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | 1.87% | 2.57%-0.7pp | 25.41%-23.5pp | 282.24%-280.4pp |
| Employer contribution / active EE | $9,258 | $3,292+181.2% | $2,559+261.7% | $4,866+90.3% |
| Participant deferral / active EE | $10,725 | $4,430+142.1% | $3,585+199.1% | $5,352+100.4% |
| Admin fee / account holder | $2,681 | $5,340-49.8% | $4,255-37.0% | $9,541-71.9% |