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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 | $86,994 | $90,400-3.8% | $186,193-53.3% | $87,485-0.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.1%+15.2pp | 68.9%+23.4pp |
| Annual return | 17.51% | 22.15%-4.6pp | 78.03%-60.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,103 | $2,170-3.1% | $3,918-46.3% | $2,596-19.0% |
| Participant deferral / active EE | $8,841 | $4,330+104.2% | $6,513+35.7% | $4,274+106.9% |
| Admin fee / account holder | $15,540 | $8,673+79.2% | $11,058+40.5% | $7,775+99.9% |