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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 | $97,635 | $93,598+4.3% | $135,974-28.2% | $75,173+29.9% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.1pp | 67.2%+21.9pp |
| Annual return | 16.66% | 30.89%-14.2pp | 68.30%-51.6pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,926 | $3,538-45.5% | $4,859-60.4% | $2,671-27.9% |
| Participant deferral / active EE | $3,995 | $6,405-37.6% | $7,760-48.5% | $4,126-3.2% |
| Admin fee / account holder | $2,307 | $6,978-66.9% | $10,767-78.6% | $5,651-59.2% |