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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 | $98,997 | $80,992+22.2% | $96,534+2.6% | $75,173+31.7% |
| Participation rate | 73.5% | 71.8%+1.7pp | 76.0%-2.5pp | 67.2%+6.3pp |
| Annual return | 16.79% | 27.05%-10.3pp | 25.88%-9.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,084 | $2,283-52.5% | $2,965-63.4% | $2,671-59.4% |
| Participant deferral / active EE | $2,958 | $3,929-24.7% | $4,851-39.0% | $4,126-28.3% |
| Admin fee / account holder | $546 | $6,717-91.9% | $8,253-93.4% | $5,651-90.3% |