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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 | $91,974 | $78,690+16.9% | $161,489-43.0% | $87,485+5.1% |
| Participation rate | 78.1% | 67.5%+10.7pp | 78.7%-0.6pp | 68.9%+9.2pp |
| Annual return | 13.87% | 32.74%-18.9pp | 89.72%-75.9pp | 26.06%-12.2pp |
| Employer contribution / active EE | $3,837 | $2,588+48.2% | $4,268-10.1% | $2,596+47.8% |
| Participant deferral / active EE | $3,529 | $3,311+6.6% | $5,630-37.3% | $4,274-17.4% |
| Admin fee / account holder | $6,487 | $6,724-3.5% | $16,006-59.5% | $7,775-16.6% |