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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 | $91,137 | $98,776-7.7% | $149,745-39.1% | $79,856+14.1% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.5%-5.3pp | 69.6%+7.5pp |
| Annual return | 16.14% | 27.38%-11.2pp | 276.72%-260.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,378 | $3,217-57.2% | $4,646-70.3% | $2,471-44.2% |
| Participant deferral / active EE | $4,152 | $5,681-26.9% | $6,843-39.3% | $3,741+11.0% |
| Admin fee / account holder | $843 | $6,053-86.1% | $9,312-90.9% | $5,306-84.1% |