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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 | $94,424 | $91,179+3.6% | $178,499-47.1% | $79,852+18.2% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.0pp |
| Annual return | 15.57% | 24.19%-8.6pp | 151.10%-135.5pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,390 | $3,256-26.6% | $5,011-52.3% | $2,471-3.3% |
| Participant deferral / active EE | $2,806 | $3,236-13.3% | $5,202-46.1% | $3,740-25.0% |
| Admin fee / account holder | $10,036 | $6,749+48.7% | $13,986-28.2% | $5,306+89.1% |