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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 | $94,856 | $93,598+1.3% | $135,974-30.2% | $75,173+26.2% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 18.80% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,796 | $3,538-49.2% | $4,859-63.0% | $2,671-32.8% |
| Participant deferral / active EE | $8,702 | $6,405+35.8% | $7,760+12.1% | $4,126+110.9% |
| Admin fee / account holder | $12,505 | $6,978+79.2% | $10,767+16.1% | $5,651+121.3% |