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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 | $94,505 | $88,672+6.6% | $105,223-10.2% | $82,448+14.6% |
| Participation rate | 85.2% | 67.9%+17.3pp | 75.0%+10.1pp | 68.1%+17.1pp |
| Annual return | 14.11% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,764 | $3,048-42.1% | $3,689-52.2% | $2,551-30.9% |
| Participant deferral / active EE | $4,716 | $4,036+16.8% | $5,072-7.0% | $4,139+13.9% |
| Admin fee / account holder | $1,476 | $7,146-79.4% | $8,859-83.3% | $7,234-79.6% |