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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 | $84,972 | $81,331+4.5% | $155,534-45.4% | $80,935+5.0% |
| Participation rate | 85.7% | 66.3%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 12.22% | 33.37%-21.2pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,613 | $3,105+16.4% | $4,675-22.7% | $2,757+31.1% |
| Participant deferral / active EE | $6,483 | $3,454+87.7% | $5,630+15.1% | $4,299+50.8% |
| Admin fee / account holder | $1,936 | $7,999-75.8% | $15,900-87.8% | $6,924-72.0% |