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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 | $89,308 | $105,284-15.2% | $150,734-40.8% | $94,015-5.0% |
| Participation rate | 83.9% | 71.7%+12.1pp | 78.4%+5.4pp | 70.8%+13.0pp |
| Annual return | 13.59% | 15.67%-2.1pp | 600.81%-587.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $1,686 | $3,599-53.1% | $4,918-65.7% | $2,790-39.6% |
| Participant deferral / active EE | $4,515 | $4,274+5.6% | $5,610-19.5% | $4,249+6.2% |
| Admin fee / account holder | $10,843 | $9,839+10.2% | $14,905-27.3% | $8,951+21.1% |