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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 | $81,276+4.5% | $155,574-45.4% | $80,925+5.0% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 12.22% | 33.36%-21.1pp | 64.87%-52.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $3,613 | $3,103+16.4% | $4,676-22.7% | $2,756+31.1% |
| Participant deferral / active EE | $6,483 | $3,453+87.8% | $5,629+15.2% | $4,299+50.8% |
| Admin fee / account holder | $1,936 | $7,993-75.8% | $15,914-87.8% | $6,940-72.1% |