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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 | $91,224 | $93,598-2.5% | $135,974-32.9% | $75,173+21.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 17.70% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $2,126 | $3,538-39.9% | $4,859-56.2% | $2,671-20.4% |
| Participant deferral / active EE | $5,696 | $6,405-11.1% | $7,760-26.6% | $4,126+38.0% |
| Admin fee / account holder | $28,537 | $6,978+309.0% | $10,767+165.1% | $5,651+405.0% |