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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 | $87,198 | $64,324+35.6% | $118,946-26.7% | $79,852+9.2% |
| Participation rate | 73.0% | 64.9%+8.1pp | 75.4%-2.4pp | 69.6%+3.3pp |
| Annual return | 12.69% | 86.45%-73.8pp | 35.89%-23.2pp | 31.72%-19.0pp |
| Employer contribution / active EE | $779 | $1,836-57.6% | $3,263-76.1% | $2,471-68.5% |
| Participant deferral / active EE | $2,937 | $2,824+4.0% | $4,266-31.1% | $3,740-21.5% |
| Admin fee / account holder | $2,959 | $4,040-26.8% | $6,581-55.0% | $5,306-44.2% |