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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 | $83,158 | $58,848+41.3% | $88,179-5.7% | $82,637+0.6% |
| Participation rate | 92.9% | 57.9%+35.0pp | 69.1%+23.7pp | 68.1%+24.8pp |
| Annual return | 14.36% | 22.76%-8.4pp | 64.97%-50.6pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,764 | $1,678+5.1% | $2,549-30.8% | $2,552-30.9% |
| Participant deferral / active EE | $6,914 | $3,124+121.3% | $4,614+49.9% | $4,126+67.6% |
| Admin fee / account holder | $853 | $4,795-82.2% | $7,673-88.9% | $7,339-88.4% |