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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 | $83,815 | $93,345-10.2% | $119,126-29.6% | $87,485-4.2% |
| Participation rate | 73.9% | 68.7%+5.2pp | 75.8%-1.8pp | 68.9%+5.0pp |
| Annual return | 18.78% | 19.08%-0.3pp | 282.11%-263.3pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,622 | $3,172-48.9% | $4,034-59.8% | $2,596-37.5% |
| Participant deferral / active EE | $3,615 | $4,099-11.8% | $5,318-32.0% | $4,274-15.4% |
| Admin fee / account holder | $737 | $8,039-90.8% | $10,693-93.1% | $7,775-90.5% |