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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 | $93,345-3.0% | $119,126-24.0% | $87,485+3.5% |
| Participation rate | 93.1% | 68.7%+24.4pp | 75.8%+17.3pp | 68.9%+24.2pp |
| Annual return | 16.76% | 19.08%-2.3pp | 282.11%-265.4pp | 26.06%-9.3pp |
| Employer contribution / active EE | $5,822 | $3,172+83.6% | $4,034+44.3% | $2,596+124.3% |
| Participant deferral / active EE | $3,006 | $4,099-26.7% | $5,318-43.5% | $4,274-29.7% |
| Admin fee / account holder | $1,327 | $8,039-83.5% | $10,693-87.6% | $7,775-82.9% |