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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 | $77,449+3.7% | $69,483+15.6% | $152,909-47.5% |
| Participation rate | 94.4% | 78.1%+16.4pp | 74.6%+19.8pp | 82.5%+12.0pp |
| Annual return | 14.50% | 39.09%-24.6pp | 28.99%-14.5pp | 345.46%-331.0pp |
| Employer contribution / active EE | $2,141 | $3,316-35.4% | $2,780-23.0% | $4,764-55.1% |
| Participant deferral / active EE | $2,202 | $4,415-50.1% | $3,537-37.7% | $5,851-62.4% |
| Admin fee / account holder | $10,638 | $6,210+71.3% | $3,841+177.0% | $11,601-8.3% |