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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 | $87,379 | $147,556-40.8% | $129,031-32.3% | $198,609-56.0% |
| Participation rate | 80.0% | 77.2%+2.8pp | 73.4%+6.6pp | 82.4%-2.4pp |
| Annual return | 19.33% | 37.41%-18.1pp | 34.67%-15.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $3,310 | $3,645-9.2% | $3,226+2.6% | $5,055-34.5% |
| Participant deferral / active EE | $8,232 | $5,760+42.9% | $5,217+57.8% | $6,977+18.0% |
| Admin fee / account holder | $401 | $15,467-97.4% | $13,208-97.0% | $19,030-97.9% |