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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 | $90,520 | $88,672+2.1% | $105,223-14.0% | $82,448+9.8% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 16.76% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,822 | $3,048+91.0% | $3,689+57.9% | $2,551+128.2% |
| Participant deferral / active EE | $3,006 | $4,036-25.5% | $5,072-40.7% | $4,139-27.4% |
| Admin fee / account holder | $1,327 | $7,146-81.4% | $8,859-85.0% | $7,234-81.7% |