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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 | $88,476 | $106,974-17.3% | $90,796-2.6% | $138,895-36.3% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.5%+22.2pp | 79.9%+11.7pp |
| Annual return | 15.83% | 20.10%-4.3pp | 19.29%-3.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $13,145 | $2,609+403.9% | $2,294+473.1% | $4,194+213.4% |
| Participant deferral / active EE | $3,028 | $4,455-32.0% | $3,822-20.8% | $6,396-52.7% |
| Admin fee / account holder | $3,207 | $8,626-62.8% | $7,024-54.3% | $12,562-74.5% |