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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 | $93,044 | $93,617-0.6% | $135,982-31.6% | $75,177+23.8% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 18.78% | 30.89%-12.1pp | 68.32%-49.5pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,903 | $3,538-18.0% | $4,859-40.3% | $2,671+8.7% |
| Participant deferral / active EE | $11,929 | $6,406+86.2% | $7,760+53.7% | $4,126+189.1% |
| Admin fee / account holder | $8,782 | $6,980+25.8% | $10,767-18.4% | $5,651+55.4% |