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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 | $89,259-6.1% | $107,187-21.8% | $82,637+1.4% |
| Participation rate | 73.9% | 67.9%+6.0pp | 75.0%-1.1pp | 68.1%+5.9pp |
| Annual return | 18.78% | 21.02%-2.2pp | 204.55%-185.8pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,622 | $3,080-47.3% | $3,782-57.1% | $2,552-36.4% |
| Participant deferral / active EE | $3,615 | $4,037-10.5% | $5,096-29.1% | $4,126-12.4% |
| Admin fee / account holder | $737 | $7,381-90.0% | $9,162-92.0% | $7,339-90.0% |