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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 | $86,714 | $117,829-26.4% | $102,423-15.3% | $145,877-40.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.21% | 31.83%-19.6pp | 29.42%-17.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,216 | $3,615-38.7% | $3,023-26.7% | $4,663-52.5% |
| Participant deferral / active EE | $8,279 | $5,732+44.4% | $5,054+63.8% | $6,691+23.7% |
| Admin fee / account holder | $1,697 | $13,335-87.3% | $9,455-82.1% | $13,402-87.3% |