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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 | $90,259 | $101,763-11.3% | $164,866-45.3% | $80,874+11.6% |
| Participation rate | 91.9% | 71.8%+20.1pp | 78.6%+13.3pp | 67.6%+24.2pp |
| Annual return | 12.19% | 16.73%-4.5pp | 69.97%-57.8pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,151 | $2,954-27.2% | $4,343-50.5% | $2,756-21.9% |
| Participant deferral / active EE | $7,976 | $4,477+78.2% | $6,033+32.2% | $4,297+85.6% |
| Admin fee / account holder | $20,099 | $8,228+144.3% | $12,689+58.4% | $6,935+189.8% |