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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 | $88,672-5.5% | $105,223-20.3% | $82,448+1.7% |
| Participation rate | 73.9% | 67.9%+6.0pp | 75.0%-1.1pp | 68.1%+5.8pp |
| Annual return | 18.78% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,622 | $3,048-46.8% | $3,689-56.0% | $2,551-36.4% |
| Participant deferral / active EE | $3,615 | $4,036-10.4% | $5,072-28.7% | $4,139-12.7% |
| Admin fee / account holder | $737 | $7,146-89.7% | $8,859-91.7% | $7,234-89.8% |