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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 | $89,649 | $89,364+0.3% | $141,177-36.5% | $72,983+22.8% |
| Participation rate | 76.7% | 75.1%+1.5pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 22.67% | 111.86%-89.2pp | 71.40%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,348 | $3,115-24.6% | $4,736-50.4% | $2,440-3.8% |
| Participant deferral / active EE | $6,096 | $5,419+12.5% | $6,710-9.1% | $3,608+69.0% |
| Admin fee / account holder | $659 | $5,959-88.9% | $10,263-93.6% | $5,124-87.1% |