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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 | $87,832 | $60,442+45.3% | $96,754-9.2% | $87,485+0.4% |
| Participation rate | 80.6% | 58.7%+21.9pp | 70.3%+10.4pp | 68.9%+11.7pp |
| Annual return | 14.75% | 21.97%-7.2pp | 82.04%-67.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $840 | $1,691-50.3% | $2,679-68.6% | $2,596-67.6% |
| Participant deferral / active EE | $6,675 | $3,280+103.5% | $4,758+40.3% | $4,274+56.2% |
| Admin fee / account holder | $5,771 | $5,069+13.8% | $8,905-35.2% | $7,775-25.8% |