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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 | $83,422 | $162,821-48.8% | $133,978-37.7% | $158,982-47.5% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 14.70% | 41.95%-27.2pp | 45.10%-30.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,443 | $4,976-71.0% | $3,919-63.2% | $4,763-69.7% |
| Participant deferral / active EE | $7,117 | $5,910+20.4% | $5,047+41.0% | $5,983+18.9% |
| Admin fee / account holder | $1,416 | $11,742-87.9% | $8,930-84.1% | $11,252-87.4% |