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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 | $74,991 | $87,060-13.9% | $105,591-29.0% | $80,911-7.3% |
| Participation rate | 89.0% | 70.4%+18.6pp | 75.3%+13.7pp | 67.6%+21.4pp |
| Annual return | 16.17% | 17.05%-0.9pp | 116.43%-100.3pp | 35.63%-19.5pp |
| Employer contribution / active EE | $1,674 | $2,396-30.1% | $3,166-47.1% | $2,756-39.3% |
| Participant deferral / active EE | $4,505 | $3,986+13.0% | $5,008-10.1% | $4,297+4.8% |
| Admin fee / account holder | $4,399 | $8,442-47.9% | $11,024-60.1% | $6,935-36.6% |