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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 | $60,089 | $98,766-39.2% | $149,730-59.9% | $79,852-24.7% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.6%+11.8pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.70%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,403 | $3,217-25.3% | $4,645-48.3% | $2,471-2.8% |
| Participant deferral / active EE | $9,026 | $5,681+58.9% | $6,843+31.9% | $3,740+141.3% |
| Admin fee / account holder | $9,194 | $6,052+51.9% | $9,310-1.3% | $5,306+73.3% |