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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 | $92,139 | $77,908+18.3% | $149,696-38.4% | $75,173+22.6% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 14.16% | 31.73%-17.6pp | 134.46%-120.3pp | 160.72%-146.6pp |
| Employer contribution / active EE | $2,208 | $3,138-29.6% | $4,821-54.2% | $2,671-17.3% |
| Participant deferral / active EE | $4,235 | $3,411+24.2% | $5,682-25.5% | $4,126+2.6% |
| Admin fee / account holder | $602 | $5,950-89.9% | $13,212-95.4% | $5,651-89.3% |