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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 | $87,822 | $88,672-1.0% | $105,223-16.5% | $82,448+6.5% |
| Participation rate | 79.3% | 67.9%+11.4pp | 75.0%+4.3pp | 68.1%+11.2pp |
| Annual return | 23.33% | 30.86%-7.5pp | 180.65%-157.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,597 | $3,048-47.6% | $3,689-56.7% | $2,551-37.4% |
| Participant deferral / active EE | $3,437 | $4,036-14.8% | $5,072-32.2% | $4,139-17.0% |
| Admin fee / account holder | $1,123 | $7,146-84.3% | $8,859-87.3% | $7,234-84.5% |