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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 | $87,947 | $61,356+43.3% | $149,696-41.2% | $71,511+23.0% |
| Participation rate | 72.5% | 62.5%+9.9pp | 78.8%-6.3pp | 67.9%+4.5pp |
| Annual return | 16.07% | 35.86%-19.8pp | 134.46%-118.4pp | 28.86%-12.8pp |
| Employer contribution / active EE | $1,107 | $2,382-53.5% | $4,821-77.0% | $2,589-57.2% |
| Participant deferral / active EE | $7,141 | $2,920+144.6% | $5,682+25.7% | $4,291+66.4% |
| Admin fee / account holder | $332 | $1,263-73.7% | $13,212-97.5% | $1,588-79.1% |