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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 | $70,910 | $157,829-55.1% | $136,867-48.2% | $198,609-64.3% |
| Participation rate | 87.5% | 77.2%+10.3pp | 74.5%+13.0pp | 82.4%+5.1pp |
| Annual return | 11.12% | 51.25%-40.1pp | 42.97%-31.9pp | 202.70%-191.6pp |
| Employer contribution / active EE | $4,343 | $3,923+10.7% | $3,547+22.5% | $5,055-14.1% |
| Participant deferral / active EE | $8,200 | $5,463+50.1% | $4,924+66.5% | $6,977+17.5% |
| Admin fee / account holder | $2,585 | $11,107-76.7% | $10,340-75.0% | $19,030-86.4% |