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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 | $91,311 | $98,766-7.5% | $149,730-39.0% | $79,852+14.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.70%-262.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $1,082 | $3,217-66.4% | $4,645-76.7% | $2,471-56.2% |
| Participant deferral / active EE | $3,871 | $5,681-31.9% | $6,843-43.4% | $3,740+3.5% |
| Admin fee / account holder | $4,753 | $6,052-21.5% | $9,310-49.0% | $5,306-10.4% |