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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 | $86,340 | $86,2980% | $111,308-22.4% | $85,847+0.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 12.86% | 19.99%-7.1pp | 54.67%-41.8pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,141 | $2,044+4.8% | $2,732-21.6% | $2,565-16.5% |
| Participant deferral / active EE | $6,392 | $3,641+75.6% | $4,487+42.4% | $3,952+61.7% |
| Admin fee / account holder | $7,563 | $8,189-7.6% | $7,965-5.0% | $6,261+20.8% |