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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 | $92,539 | $86,298+7.2% | $111,308-16.9% | $85,847+7.8% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.3pp | 69.3%+27.3pp |
| Annual return | 13.23% | 19.99%-6.8pp | 54.67%-41.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $2,282 | $2,044+11.7% | $2,732-16.5% | $2,565-11.0% |
| Participant deferral / active EE | $4,239 | $3,641+16.4% | $4,487-5.5% | $3,952+7.3% |
| Admin fee / account holder | $2,459 | $8,189-70.0% | $7,965-69.1% | $6,261-60.7% |