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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 | $88,427 | $81,476+8.5% | $102,383-13.6% | $80,925+9.3% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.7%+22.3pp |
| Annual return | 10.65% | 25.59%-14.9pp | 24.94%-14.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $19,738 | $3,105+535.7% | $3,870+410.0% | $2,756+616.1% |
| Participant deferral / active EE | $1,988 | $3,871-48.6% | $5,060-60.7% | $4,299-53.8% |
| Admin fee / account holder | $10,520 | $6,717+56.6% | $8,391+25.4% | $6,940+51.6% |