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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 | $86,646 | $94,031-7.9% | $115,768-25.2% | $82,448+5.1% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 17.65% | 20.61%-3.0pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,208 | $2,323-5.0% | $2,940-24.9% | $2,551-13.5% |
| Participant deferral / active EE | $5,073 | $3,972+27.7% | $4,917+3.2% | $4,139+22.6% |
| Admin fee / account holder | $1,467 | $10,249-85.7% | $12,439-88.2% | $7,234-79.7% |