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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 | $86,877 | $86,294+0.7% | $111,303-21.9% | $85,856+1.2% |
| Participation rate | 85.9% | 73.3%+12.6pp | 77.3%+8.6pp | 69.3%+16.6pp |
| Annual return | 11.24% | 19.99%-8.8pp | 54.66%-43.4pp | 318.58%-307.3pp |
| Employer contribution / active EE | $979 | $2,043-52.1% | $2,731-64.2% | $2,565-61.8% |
| Participant deferral / active EE | $3,384 | $3,641-7.1% | $4,487-24.6% | $3,952-14.4% |
| Admin fee / account holder | $21,813 | $8,189+166.4% | $7,966+173.8% | $6,261+248.4% |