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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 | $80,294 | $84,236-4.7% | $170,435-52.9% | $70,126+14.5% |
| Participation rate | 79.3% | 70.8%+8.5pp | 83.6%-4.3pp | 69.5%+9.8pp |
| Annual return | 17.20% | 23.06%-5.9pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,458 | $3,387-57.0% | $5,432-73.2% | $2,343-37.8% |
| Participant deferral / active EE | $7,421 | $3,086+140.5% | $4,939+50.2% | $3,332+122.7% |
| Admin fee / account holder | $7,719 | $5,698+35.5% | $13,881-44.4% | $4,645+66.2% |