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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 | $82,610 | $70,435+17.3% | $96,575-14.5% | $85,856-3.8% |
| Participation rate | 90.9% | 61.8%+29.1pp | 69.8%+21.1pp | 69.3%+21.6pp |
| Annual return | 13.83% | 18.59%-4.8pp | 37.79%-24.0pp | 318.58%-304.8pp |
| Employer contribution / active EE | $2,242 | $1,413+58.7% | $2,357-4.9% | $2,565-12.6% |
| Participant deferral / active EE | $3,822 | $2,894+32.1% | $3,849-0.7% | $3,952-3.3% |
| Admin fee / account holder | $3,460 | $4,997-30.8% | $6,182-44.0% | $6,261-44.7% |