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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 | $68,715 | $91,559-24.9% | $133,978-48.7% | $79,856-14.0% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.3pp | 69.6%+19.5pp |
| Annual return | 15.95% | 61.85%-45.9pp | 45.10%-29.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,732 | $2,384-27.3% | $3,919-55.8% | $2,471-29.9% |
| Participant deferral / active EE | $6,189 | $3,734+65.7% | $5,047+22.6% | $3,741+65.4% |
| Admin fee / account holder | $2,871 | $6,321-54.6% | $8,930-67.9% | $5,306-45.9% |