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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 | $93,670 | $85,766+9.2% | $136,298-31.3% | $70,126+33.6% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 16.41% | 31.46%-15.0pp | 5156.27%-5139.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,446 | $2,966-17.5% | $4,696-47.9% | $2,343+4.4% |
| Participant deferral / active EE | $5,935 | $5,051+17.5% | $6,247-5.0% | $3,332+78.1% |
| Admin fee / account holder | $1,316 | $5,421-75.7% | $9,244-85.8% | $4,645-71.7% |