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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 | $88,474 | $94,439-6.3% | $73,658+20.1% | $154,746-42.8% |
| Participation rate | 72.2% | 64.7%+7.6pp | 57.0%+15.2pp | 80.7%-8.5pp |
| Annual return | 18.71% | 28.25%-9.5pp | 29.72%-11.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,359 | $1,257+87.6% | $1,032+128.5% | $4,379-46.1% |
| Participant deferral / active EE | $5,359 | $2,527+112.1% | $2,062+159.9% | $6,730-20.4% |
| Admin fee / account holder | $443 | $3,843-88.5% | $3,357-86.8% | $14,365-96.9% |