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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 | $80,302 | $77,419+3.7% | $69,461+15.6% | $152,885-47.5% |
| Participation rate | 94.4% | 78.1%+16.3pp | 74.6%+19.8pp | 82.5%+12.0pp |
| Annual return | 14.50% | 39.07%-24.6pp | 28.97%-14.5pp | 345.39%-330.9pp |
| Employer contribution / active EE | $2,141 | $3,315-35.4% | $2,779-23.0% | $4,763-55.1% |
| Participant deferral / active EE | $2,202 | $4,414-50.1% | $3,536-37.7% | $5,851-62.4% |
| Admin fee / account holder | $10,638 | $6,207+71.4% | $3,840+177.1% | $11,598-8.3% |