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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 | $58,984 | $81,262-27.4% | $155,602-62.1% | $80,911-27.1% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 14.70% | 33.34%-18.6pp | 64.81%-50.1pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,995 | $3,102-3.4% | $4,675-35.9% | $2,756+8.7% |
| Participant deferral / active EE | $7,105 | $3,451+105.9% | $5,629+26.2% | $4,297+65.4% |
| Admin fee / account holder | $1,465 | $7,992-81.7% | $15,923-90.8% | $6,935-78.9% |