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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 | $85,927 | $99,053-13.3% | $88,179-2.6% | $138,895-38.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 14.00% | 78.17%-64.2pp | 64.97%-51.0pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,698 | $2,882-6.4% | $2,549+5.8% | $4,194-35.7% |
| Participant deferral / active EE | $4,251 | $5,225-18.6% | $4,614-7.9% | $6,396-33.5% |
| Admin fee / account holder | $682 | $8,748-92.2% | $7,673-91.1% | $12,562-94.6% |