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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 | $93,597 | $73,988+26.5% | $96,538-3.0% | $75,177+24.5% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.5pp | 67.2%+24.7pp |
| Annual return | 14.80% | 26.73%-11.9pp | 35.74%-20.9pp | 160.75%-146.0pp |
| Employer contribution / active EE | $3,776 | $2,930+28.9% | $3,740+1.0% | $2,671+41.4% |
| Participant deferral / active EE | $7,259 | $3,660+98.3% | $4,880+48.7% | $4,126+75.9% |
| Admin fee / account holder | $1,817 | $5,220-65.2% | $6,737-73.0% | $5,651-67.8% |