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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 | $87,822 | $93,345-5.9% | $119,126-26.3% | $87,485+0.4% |
| Participation rate | 79.3% | 68.7%+10.6pp | 75.8%+3.5pp | 68.9%+10.4pp |
| Annual return | 23.33% | 19.08%+4.2pp | 282.11%-258.8pp | 26.06%-2.7pp |
| Employer contribution / active EE | $1,597 | $3,172-49.7% | $4,034-60.4% | $2,596-38.5% |
| Participant deferral / active EE | $3,437 | $4,099-16.1% | $5,318-35.4% | $4,274-19.6% |
| Admin fee / account holder | $1,123 | $8,039-86.0% | $10,693-89.5% | $7,775-85.6% |