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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 | $91,274 | $78,423+16.4% | $95,964-4.9% | $79,856+14.3% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.2pp | 69.6%+13.7pp |
| Annual return | 14.38% | 19.37%-5.0pp | 91.64%-77.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,691 | $1,945-13.1% | $2,541-33.5% | $2,471-31.6% |
| Participant deferral / active EE | $5,409 | $3,440+57.2% | $4,167+29.8% | $3,741+44.6% |
| Admin fee / account holder | $10,814 | $5,622+92.4% | $6,797+59.1% | $5,306+103.8% |