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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 | $70,245 | $94,031-25.3% | $115,768-39.3% | $82,448-14.8% |
| Participation rate | 80.4% | 70.4%+9.9pp | 74.4%+6.0pp | 68.1%+12.3pp |
| Annual return | 12.49% | 20.61%-8.1pp | 100.46%-88.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,502 | $2,323-35.4% | $2,940-48.9% | $2,551-41.1% |
| Participant deferral / active EE | $2,648 | $3,972-33.3% | $4,917-46.1% | $4,139-36.0% |
| Admin fee / account holder | $7,979 | $10,249-22.2% | $12,439-35.9% | $7,234+10.3% |