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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 | $89,450 | $91,167-1.9% | $178,498-49.9% | $79,858+12.0% |
| Participation rate | 96.1% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.4pp |
| Annual return | 14.11% | 24.19%-10.1pp | 151.09%-137.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $6,973 | $3,255+114.2% | $5,011+39.2% | $2,471+182.2% |
| Participant deferral / active EE | $2,780 | $3,236-14.1% | $5,202-46.6% | $3,740-25.7% |
| Admin fee / account holder | $8,004 | $6,747+18.6% | $13,985-42.8% | $5,306+50.9% |