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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 | $86,170 | $85,766+0.5% | $136,298-36.8% | $70,126+22.9% |
| Participation rate | 85.3% | 74.2%+11.1pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 21.77% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $3,008 | $2,966+1.4% | $4,696-35.9% | $2,343+28.4% |
| Participant deferral / active EE | $5,762 | $5,051+14.1% | $6,247-7.8% | $3,332+72.9% |
| Admin fee / account holder | $1,130 | $5,421-79.2% | $9,244-87.8% | $4,645-75.7% |