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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 | $84,815 | $91,559-7.4% | $133,959-36.7% | $79,858+6.2% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 11.91% | 61.85%-49.9pp | 45.09%-33.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,311 | $2,384-45.0% | $3,919-66.5% | $2,471-46.9% |
| Participant deferral / active EE | $5,465 | $3,734+46.4% | $5,047+8.3% | $3,740+46.1% |
| Admin fee / account holder | $3,526 | $6,321-44.2% | $8,928-60.5% | $5,306-33.6% |