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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 | $88,988 | $89,367-0.4% | $141,191-37.0% | $72,975+21.9% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.9pp | 69.5%+6.1pp |
| Annual return | 22.23% | 111.87%-89.6pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $2,155 | $3,115-30.8% | $4,736-54.5% | $2,440-11.7% |
| Participant deferral / active EE | $8,201 | $5,419+51.4% | $6,710+22.2% | $3,608+127.3% |
| Admin fee / account holder | $5,179 | $5,957-13.1% | $10,264-49.5% | $5,124+1.1% |