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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 | $86,182 | $56,110+53.6% | $94,993-9.3% | $70,126+22.9% |
| Participation rate | 77.6% | 65.0%+12.6pp | 73.9%+3.7pp | 69.5%+8.0pp |
| Annual return | 17.09% | 51.02%-33.9pp | 27.14%-10.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,035 | $1,442-28.3% | $2,603-60.3% | $2,343-55.8% |
| Participant deferral / active EE | $2,151 | $2,391-10.1% | $3,317-35.2% | $3,332-35.5% |
| Admin fee / account holder | $1,111 | $3,456-67.9% | $4,960-77.6% | $4,645-76.1% |