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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 | $89,259+0.1% | $107,187-16.7% | $82,637+8.1% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.9pp | 68.1%+15.8pp |
| Annual return | 13.59% | 21.02%-7.4pp | 204.55%-191.0pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,686 | $3,080-45.2% | $3,782-55.4% | $2,552-33.9% |
| Participant deferral / active EE | $4,515 | $4,037+11.8% | $5,096-11.4% | $4,126+9.4% |
| Admin fee / account holder | $10,843 | $7,381+46.9% | $9,162+18.3% | $7,339+47.8% |