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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 | $81,679 | $98,766-17.3% | $149,730-45.4% | $79,852+2.3% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 12.49% | 27.43%-14.9pp | 276.70%-264.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $2,189 | $3,217-32.0% | $4,645-52.9% | $2,471-11.4% |
| Participant deferral / active EE | $6,179 | $5,681+8.8% | $6,843-9.7% | $3,740+65.2% |
| Admin fee / account holder | $406 | $6,052-93.3% | $9,310-95.6% | $5,306-92.4% |