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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 | $77,118 | $91,559-15.8% | $133,978-42.4% | $79,856-3.4% |
| Participation rate | 87.0% | 73.3%+13.6pp | 79.8%+7.1pp | 69.6%+17.3pp |
| Annual return | 16.66% | 61.85%-45.2pp | 45.10%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,803 | $2,384-24.4% | $3,919-54.0% | $2,471-27.0% |
| Participant deferral / active EE | $7,916 | $3,734+112.0% | $5,047+56.8% | $3,741+111.6% |
| Admin fee / account holder | $7,862 | $6,321+24.4% | $8,930-12.0% | $5,306+48.2% |