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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 | $101,795-11.3% | $165,100-45.3% | $80,959+11.5% |
| Participation rate | 91.9% | 71.8%+20.1pp | 78.6%+13.3pp | 67.7%+24.2pp |
| Annual return | 12.19% | 16.73%-4.5pp | 70.21%-58.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,151 | $2,954-27.2% | $4,348-50.5% | $2,757-22.0% |
| Participant deferral / active EE | $7,976 | $4,476+78.2% | $6,035+32.2% | $4,300+85.5% |
| Admin fee / account holder | $20,099 | $8,221+144.5% | $12,696+58.3% | $6,925+190.2% |