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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 | $88,922 | $101,618-12.5% | $93,063-4.5% | $137,256-35.2% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 19.26% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,475 | $2,707-45.5% | $2,476-40.5% | $4,156-64.5% |
| Participant deferral / active EE | $9,214 | $4,279+115.3% | $3,958+132.8% | $6,407+43.8% |
| Admin fee / account holder | $2,137 | $6,198-65.5% | $6,033-64.6% | $12,270-82.6% |