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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 | $91,816 | $109,359-16.0% | $162,185-43.4% | $72,976+25.8% |
| Participation rate | 90.3% | 84.3%+6.1pp | 87.6%+2.8pp | 69.5%+20.8pp |
| Annual return | 25.28% | 25.46%-0.2pp | 115.61%-90.3pp | 81.02%-55.7pp |
| Employer contribution / active EE | $2,628 | $3,907-32.7% | $5,613-53.2% | $2,440+7.7% |
| Participant deferral / active EE | $4,628 | $5,481-15.6% | $7,297-36.6% | $3,608+28.3% |
| Admin fee / account holder | $2,169 | $7,972-72.8% | $10,844-80.0% | $5,124-57.7% |