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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 | $117,904-26.5% | $102,457-15.4% | $145,978-40.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.21% | 31.80%-19.6pp | 29.41%-17.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,216 | $3,613-38.7% | $3,022-26.7% | $4,662-52.5% |
| Participant deferral / active EE | $8,279 | $5,733+44.4% | $5,054+63.8% | $6,690+23.8% |
| Admin fee / account holder | $1,697 | $13,329-87.3% | $9,451-82.0% | $13,400-87.3% |