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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 | $97,101 | $93,345+4.0% | $119,126-18.5% | $87,485+11.0% |
| Participation rate | 80.8% | 68.7%+12.0pp | 75.8%+5.0pp | 68.9%+11.8pp |
| Annual return | 17.30% | 19.08%-1.8pp | 282.11%-264.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,417 | $3,172-55.3% | $4,034-64.9% | $2,596-45.4% |
| Participant deferral / active EE | $9,022 | $4,099+120.1% | $5,318+69.7% | $4,274+111.1% |
| Admin fee / account holder | $23,370 | $8,039+190.7% | $10,693+118.6% | $7,775+200.6% |