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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 | $80,319 | $77,908+3.1% | $149,696-46.3% | $75,173+6.8% |
| Participation rate | 72.4% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.2pp |
| Annual return | 14.59% | 31.73%-17.1pp | 134.46%-119.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $3,606 | $3,138+14.9% | $4,821-25.2% | $2,671+35.0% |
| Participant deferral / active EE | $6,248 | $3,411+83.2% | $5,682+10.0% | $4,126+51.4% |
| Admin fee / account holder | $404 | $5,950-93.2% | $13,212-96.9% | $5,651-92.8% |