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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 | $93,579 | $78,423+19.3% | $95,964-2.5% | $79,856+17.2% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.7pp | 69.6%+1.8pp |
| Annual return | 15.70% | 19.37%-3.7pp | 91.64%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $960 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $3,002 | $3,440-12.7% | $4,167-28.0% | $3,741-19.7% |
| Admin fee / account holder | $14,095 | $5,622+150.7% | $6,797+107.4% | $5,306+165.6% |