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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 | $90,903 | $78,707+15.5% | $117,861-22.9% | $70,126+29.6% |
| Participation rate | 80.4% | 73.2%+7.2pp | 79.7%+0.7pp | 69.5%+10.8pp |
| Annual return | 13.22% | 23.30%-10.1pp | 335.11%-321.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,833 | $2,223-17.6% | $3,786-51.6% | $2,343-21.8% |
| Participant deferral / active EE | $2,247 | $3,297-31.9% | $4,482-49.9% | $3,332-32.6% |
| Admin fee / account holder | $6,847 | $5,066+35.2% | $8,021-14.6% | $4,645+47.4% |