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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 | $81,676 | $98,776-17.3% | $149,745-45.5% | $79,856+2.3% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 22.63% | 27.38%-4.7pp | 276.72%-254.1pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,837 | $3,217-11.8% | $4,646-38.9% | $2,471+14.8% |
| Participant deferral / active EE | $5,741 | $5,681+1.1% | $6,843-16.1% | $3,741+53.5% |
| Admin fee / account holder | $1,961 | $6,053-67.6% | $9,312-78.9% | $5,306-63.0% |