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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 | $79,949 | $87,059-8.2% | $105,608-24.3% | $80,925-1.2% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.7%+24.0pp |
| Annual return | 13.10% | 17.05%-3.9pp | 116.50%-103.4pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,924 | $2,396-19.7% | $3,167-39.3% | $2,756-30.2% |
| Participant deferral / active EE | $7,388 | $3,986+85.4% | $5,010+47.5% | $4,299+71.9% |
| Admin fee / account holder | $9,633 | $8,443+14.1% | $11,028-12.7% | $6,940+38.8% |