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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 | $89,760 | $95,383-5.9% | $185,837-51.7% | $85,856+4.5% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 20.75% | 23.59%-2.8pp | 122.08%-101.3pp | 318.58%-297.8pp |
| Employer contribution / active EE | $1,958 | $3,313-40.9% | $5,168-62.1% | $2,565-23.7% |
| Participant deferral / active EE | $2,410 | $3,423-29.6% | $5,568-56.7% | $3,952-39.0% |
| Admin fee / account holder | $1,677 | $7,213-76.8% | $16,241-89.7% | $6,261-73.2% |