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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 | $81,458 | $95,383-14.6% | $185,837-56.2% | $85,856-5.1% |
| Participation rate | 89.7% | 68.8%+21.0pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 16.01% | 23.59%-7.6pp | 122.08%-106.1pp | 318.58%-302.6pp |
| Employer contribution / active EE | $5,402 | $3,313+63.0% | $5,168+4.5% | $2,565+110.6% |
| Participant deferral / active EE | $4,561 | $3,423+33.2% | $5,568-18.1% | $3,952+15.4% |
| Admin fee / account holder | $2,332 | $7,213-67.7% | $16,241-85.6% | $6,261-62.8% |