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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 | $93,979 | $91,198+3.0% | $178,503-47.4% | $79,856+17.7% |
| Participation rate | 76.2% | 69.2%+7.0pp | 81.9%-5.7pp | 69.6%+6.5pp |
| Annual return | 17.52% | 24.20%-6.7pp | 151.12%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,995 | $3,257-38.7% | $5,011-60.2% | $2,471-19.3% |
| Participant deferral / active EE | $3,481 | $3,237+7.6% | $5,202-33.1% | $3,741-6.9% |
| Admin fee / account holder | $484 | $6,748-92.8% | $13,987-96.5% | $5,306-90.9% |