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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 | $83,074 | $98,240-15.4% | $82,312+0.9% | $147,586-43.7% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 15.29% | 30.85%-15.6pp | 25.88%-10.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,089 | $3,192-3.2% | $2,428+27.2% | $4,876-36.7% |
| Participant deferral / active EE | $3,452 | $4,383-21.2% | $3,706-6.9% | $5,439-36.5% |
| Admin fee / account holder | $1,894 | $8,563-77.9% | $5,608-66.2% | $10,886-82.6% |