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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 | $92,712 | $91,198+1.7% | $178,503-48.1% | $79,856+16.1% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 11.45% | 24.20%-12.7pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,612 | $3,257+41.6% | $5,011-8.0% | $2,471+86.6% |
| Participant deferral / active EE | $5,422 | $3,237+67.5% | $5,202+4.2% | $3,741+44.9% |
| Admin fee / account holder | $898 | $6,748-86.7% | $13,987-93.6% | $5,306-83.1% |