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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 | $87,461 | $89,259-2.0% | $107,187-18.4% | $82,637+5.8% |
| Participation rate | 77.9% | 67.9%+10.0pp | 75.0%+2.9pp | 68.1%+9.9pp |
| Annual return | 15.16% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,522 | $3,080-50.6% | $3,782-59.8% | $2,552-40.4% |
| Participant deferral / active EE | $2,449 | $4,037-39.3% | $5,096-51.9% | $4,126-40.7% |
| Admin fee / account holder | $5,029 | $7,381-31.9% | $9,162-45.1% | $7,339-31.5% |