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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 | $85,115 | $147,556-42.3% | $129,031-34.0% | $198,609-57.1% |
| Participation rate | 85.7% | 77.2%+8.5pp | 73.4%+12.4pp | 82.4%+3.3pp |
| Annual return | 13.09% | 37.41%-24.3pp | 34.67%-21.6pp | 202.70%-189.6pp |
| Employer contribution / active EE | $5,791 | $3,645+58.9% | $3,226+79.5% | $5,055+14.6% |
| Participant deferral / active EE | $8,450 | $5,760+46.7% | $5,217+62.0% | $6,977+21.1% |
| Admin fee / account holder | $2,455 | $15,467-84.1% | $13,208-81.4% | $19,030-87.1% |