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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 | $112,852 | $91,559+23.3% | $133,959-15.8% | $79,858+41.3% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+23.9pp |
| Annual return | 17.09% | 61.85%-44.8pp | 45.09%-28.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $851 | $2,384-64.3% | $3,919-78.3% | $2,471-65.5% |
| Participant deferral / active EE | $3,486 | $3,734-6.7% | $5,047-30.9% | $3,740-6.8% |
| Admin fee / account holder | $10,030 | $6,321+58.7% | $8,928+12.3% | $5,306+89.0% |