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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 | $92,530 | $93,346-0.9% | $71,796+28.9% | $273,972-66.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 7.54% | 130.39%-122.9pp | 78.04%-70.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,524 | $2,733-7.7% | $1,924+31.1% | $4,869-48.2% |
| Participant deferral / active EE | $2,018 | $3,475-41.9% | $2,794-27.8% | $5,287-61.8% |
| Admin fee / account holder | $10,188 | $6,571+55.1% | $4,815+111.6% | $10,133+0.5% |