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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 | $86,010 | $84,236+2.1% | $170,435-49.5% | $70,126+22.7% |
| Participation rate | 86.1% | 70.8%+15.3pp | 83.6%+2.5pp | 69.5%+16.6pp |
| Annual return | 13.74% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,506 | $3,387-55.5% | $5,432-72.3% | $2,343-35.7% |
| Participant deferral / active EE | $2,678 | $3,086-13.2% | $4,939-45.8% | $3,332-19.6% |
| Admin fee / account holder | $2,432 | $5,698-57.3% | $13,881-82.5% | $4,645-47.6% |