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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 | $79,123 | $91,198-13.2% | $178,503-55.7% | $79,856-0.9% |
| Participation rate | 92.1% | 69.2%+22.9pp | 81.9%+10.2pp | 69.6%+22.5pp |
| Annual return | 15.83% | 24.20%-8.4pp | 151.12%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,822 | $3,257+17.4% | $5,011-23.7% | $2,471+54.7% |
| Participant deferral / active EE | $2,900 | $3,237-10.4% | $5,202-44.2% | $3,741-22.5% |
| Admin fee / account holder | $1,133 | $6,748-83.2% | $13,987-91.9% | $5,306-78.7% |