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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 | $72,849 | $77,638-6.2% | $156,551-53.5% | $62,881+15.9% |
| Participation rate | 78.6% | 71.2%+7.4pp | 84.0%-5.4pp | 69.3%+9.3pp |
| Annual return | 8.99% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,472 | $3,444-57.3% | $5,501-73.2% | $2,281-35.5% |
| Participant deferral / active EE | $8,040 | $3,046+164.0% | $4,871+65.1% | $3,203+151.0% |
| Admin fee / account holder | $1,858 | $5,561-66.6% | $13,028-85.7% | $4,296-56.8% |