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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 | $82,914 | $89,367-7.2% | $141,191-41.3% | $72,975+13.6% |
| Participation rate | 77.3% | 75.1%+2.1pp | 82.5%-5.2pp | 69.5%+7.8pp |
| Annual return | 21.18% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,301 | $3,115-26.1% | $4,736-51.4% | $2,440-5.7% |
| Participant deferral / active EE | $9,202 | $5,419+69.8% | $6,710+37.1% | $3,608+155.1% |
| Admin fee / account holder | $3,011 | $5,957-49.4% | $10,264-70.7% | $5,124-41.2% |