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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 | $94,644 | $91,559+3.4% | $133,971-29.4% | $79,852+18.5% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.6%+17.1pp |
| Annual return | 14.28% | 61.85%-47.6pp | 45.09%-30.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,584 | $2,384-33.6% | $3,919-59.6% | $2,471-35.9% |
| Participant deferral / active EE | $3,815 | $3,734+2.2% | $5,047-24.4% | $3,740+2.0% |
| Admin fee / account holder | $4,241 | $6,321-32.9% | $8,929-52.5% | $5,306-20.1% |