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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 | $61,995 | $115,814-46.5% | $101,275-38.8% | $158,982-61.0% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.2pp |
| Annual return | 17.00% | 56.16%-39.2pp | 46.48%-29.5pp | 302.99%-286.0pp |
| Employer contribution / active EE | $2,966 | $4,176-29.0% | $3,660-19.0% | $4,763-37.7% |
| Participant deferral / active EE | $6,345 | $4,958+28.0% | $4,371+45.2% | $5,983+6.0% |
| Admin fee / account holder | $388 | $7,249-94.6% | $5,948-93.5% | $11,252-96.5% |