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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 | $91,687 | $89,370+2.6% | $141,197-35.1% | $72,976+25.6% |
| Participation rate | 70.4% | 75.1%-4.8pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 19.51% | 111.88%-92.4pp | 71.41%-51.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,729 | $3,115-44.5% | $4,736-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $5,797 | $5,419+7.0% | $6,710-13.6% | $3,608+60.7% |
| Admin fee / account holder | $1,226 | $5,957-79.4% | $10,265-88.1% | $5,124-76.1% |