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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 | $93,345-4.3% | $119,126-25.0% | $87,485+2.1% |
| Participation rate | 83.9% | 68.7%+15.1pp | 75.8%+8.1pp | 68.9%+14.9pp |
| Annual return | 13.59% | 19.08%-5.5pp | 282.11%-268.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,686 | $3,172-46.8% | $4,034-58.2% | $2,596-35.0% |
| Participant deferral / active EE | $4,515 | $4,099+10.2% | $5,318-15.1% | $4,274+5.6% |
| Admin fee / account holder | $10,843 | $8,039+34.9% | $10,693+1.4% | $7,775+39.5% |