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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 | $78,419 | $77,908+0.7% | $149,696-47.6% | $75,173+4.3% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.3pp | 67.2%+27.9pp |
| Annual return | 15.42% | 31.73%-16.3pp | 134.46%-119.0pp | 160.72%-145.3pp |
| Employer contribution / active EE | $955 | $3,138-69.6% | $4,821-80.2% | $2,671-64.3% |
| Participant deferral / active EE | $5,046 | $3,411+47.9% | $5,682-11.2% | $4,126+22.3% |
| Admin fee / account holder | $7,398 | $5,950+24.3% | $13,212-44.0% | $5,651+30.9% |