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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 | $84,139 | $84,233-0.1% | $170,436-50.6% | $70,131+20.0% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 19.93% | 23.06%-3.1pp | 205.94%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,362 | $3,387+58.3% | $5,433-1.3% | $2,342+128.9% |
| Participant deferral / active EE | $7,158 | $3,086+132.0% | $4,939+44.9% | $3,332+114.8% |
| Admin fee / account holder | $3,304 | $5,698-42.0% | $13,880-76.2% | $4,645-28.9% |