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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 | $94,513 | $95,406-0.9% | $185,849-49.1% | $85,847+10.1% |
| Participation rate | 87.9% | 68.8%+19.1pp | 81.7%+6.2pp | 69.3%+18.6pp |
| Annual return | 12.90% | 23.59%-10.7pp | 122.10%-109.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,578 | $3,314-22.2% | $5,169-50.1% | $2,565+0.5% |
| Participant deferral / active EE | $5,811 | $3,424+69.7% | $5,569+4.4% | $3,952+47.0% |
| Admin fee / account holder | $7,076 | $7,214-1.9% | $16,244-56.4% | $6,261+13.0% |