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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 | $80,160 | $91,167-12.1% | $178,498-55.1% | $79,858+0.4% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 15.57% | 24.19%-8.6pp | 151.09%-135.5pp | 31.72%-16.1pp |
| Employer contribution / active EE | $562 | $3,255-82.7% | $5,011-88.8% | $2,471-77.3% |
| Participant deferral / active EE | $1,090 | $3,236-66.3% | $5,202-79.1% | $3,740-70.9% |
| Admin fee / account holder | $7,350 | $6,747+8.9% | $13,985-47.4% | $5,306+38.5% |