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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 | $86,771 | $84,236+3.0% | $170,435-49.1% | $70,126+23.7% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 14.63% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $5,392 | $3,387+59.2% | $5,432-0.7% | $2,343+130.2% |
| Participant deferral / active EE | $3,370 | $3,086+9.2% | $4,939-31.8% | $3,332+1.1% |
| Admin fee / account holder | $2,632 | $5,698-53.8% | $13,881-81.0% | $4,645-43.3% |