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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 | $84,313 | $98,776-14.6% | $149,745-43.7% | $79,856+5.6% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 20.40% | 27.38%-7.0pp | 276.72%-256.3pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,463 | $3,217-54.5% | $4,646-68.5% | $2,471-40.8% |
| Participant deferral / active EE | $13,594 | $5,681+139.3% | $6,843+98.7% | $3,741+263.4% |
| Admin fee / account holder | $1,613 | $6,053-73.4% | $9,312-82.7% | $5,306-69.6% |