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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 | $85,696 | $77,638+10.4% | $156,551-45.3% | $62,881+36.3% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.6pp | 69.3%+20.4pp |
| Annual return | 11.44% | 50.33%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,953 | $3,444-43.3% | $5,501-64.5% | $2,281-14.4% |
| Participant deferral / active EE | $4,004 | $3,046+31.5% | $4,871-17.8% | $3,203+25.0% |
| Admin fee / account holder | $333 | $5,561-94.0% | $13,028-97.4% | $4,296-92.3% |