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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 | $56,580 | $101,798-44.4% | $165,071-65.7% | $80,935-30.1% |
| Participation rate | 84.4% | 71.8%+12.6pp | 78.6%+5.8pp | 67.7%+16.8pp |
| Annual return | 11.86% | 16.73%-4.9pp | 70.17%-58.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $8,192 | $2,954+177.3% | $4,347+88.4% | $2,757+197.2% |
| Participant deferral / active EE | $4,319 | $4,476-3.5% | $6,035-28.4% | $4,299+0.5% |
| Admin fee / account holder | $521 | $8,221-93.7% | $12,695-95.9% | $6,924-92.5% |