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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 | $94,542 | $101,618-7.0% | $93,063+1.6% | $137,256-31.1% |
| Participation rate | 94.1% | 74.9%+19.2pp | 72.1%+22.0pp | 80.0%+14.2pp |
| Annual return | 16.84% | 223.95%-207.1pp | 34.15%-17.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,395 | $2,707+25.4% | $2,476+37.1% | $4,156-18.3% |
| Participant deferral / active EE | $8,174 | $4,279+91.0% | $3,958+106.5% | $6,407+27.6% |
| Admin fee / account holder | $3,486 | $6,198-43.8% | $6,033-42.2% | $12,270-71.6% |