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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 | $79,505 | $77,908+2.0% | $149,696-46.9% | $75,173+5.8% |
| Participation rate | 82.9% | 65.6%+17.3pp | 78.8%+4.1pp | 67.2%+15.7pp |
| Annual return | 16.47% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,293 | $3,138-58.8% | $4,821-73.2% | $2,671-51.6% |
| Participant deferral / active EE | $5,765 | $3,411+69.0% | $5,682+1.5% | $4,126+39.7% |
| Admin fee / account holder | $465 | $5,950-92.2% | $13,212-96.5% | $5,651-91.8% |