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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 | $99,375 | $88,672+12.1% | $105,223-5.6% | $82,448+20.5% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 13.32% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,231 | $3,048-59.6% | $3,689-66.6% | $2,551-51.7% |
| Participant deferral / active EE | $2,986 | $4,036-26.0% | $5,072-41.1% | $4,139-27.9% |
| Admin fee / account holder | $11,022 | $7,146+54.2% | $8,859+24.4% | $7,234+52.4% |