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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 | $77,941 | $71,057+9.7% | $93,654-16.8% | $80,874-3.6% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.6%+23.3pp |
| Annual return | 11.82% | 11.26%+0.6pp | 133.34%-121.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $6,093 | $1,564+289.6% | $2,421+151.7% | $2,756+121.1% |
| Participant deferral / active EE | $4,159 | $4,034+3.1% | $4,413-5.8% | $4,297-3.2% |
| Admin fee / account holder | $2,309 | $6,944-66.7% | $8,282-72.1% | $6,935-66.7% |