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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 | $82,900 | $84,236-1.6% | $170,435-51.4% | $70,126+18.2% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 14.03% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,041 | $3,387-10.2% | $5,432-44.0% | $2,343+29.8% |
| Participant deferral / active EE | $4,646 | $3,086+50.6% | $4,939-5.9% | $3,332+39.4% |
| Admin fee / account holder | $2,667 | $5,698-53.2% | $13,881-80.8% | $4,645-42.6% |