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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 | $84,976 | $99,053-14.2% | $88,179-3.6% | $138,895-38.8% |
| Participation rate | 88.9% | 74.2%+14.6pp | 69.1%+19.7pp | 79.9%+9.0pp |
| Annual return | 13.66% | 78.17%-64.5pp | 64.97%-51.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,421 | $2,882-50.7% | $2,549-44.3% | $4,194-66.1% |
| Participant deferral / active EE | $3,060 | $5,225-41.4% | $4,614-33.7% | $6,396-52.2% |
| Admin fee / account holder | $11,531 | $8,748+31.8% | $7,673+50.3% | $12,562-8.2% |