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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 | $82,694 | $93,345-11.4% | $119,126-30.6% | $87,485-5.5% |
| Participation rate | 90.1% | 68.7%+21.4pp | 75.8%+14.4pp | 68.9%+21.2pp |
| Annual return | 18.84% | 19.08%-0.2pp | 282.11%-263.3pp | 26.06%-7.2pp |
| Employer contribution / active EE | $3,026 | $3,172-4.6% | $4,034-25.0% | $2,596+16.5% |
| Participant deferral / active EE | $7,079 | $4,099+72.7% | $5,318+33.1% | $4,274+65.6% |
| Admin fee / account holder | $1,275 | $8,039-84.1% | $10,693-88.1% | $7,775-83.6% |