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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 | $72,731 | $75,183-3.3% | $123,894-41.3% | $55,167+31.8% |
| Participation rate | 92.4% | 72.8%+19.6pp | 81.4%+11.0pp | 69.0%+23.4pp |
| Annual return | 11.23% | 19.01%-7.8pp | 47.52%-36.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,030 | $2,823-63.5% | $4,617-77.7% | $1,963-47.5% |
| Participant deferral / active EE | $6,501 | $5,084+27.8% | $5,984+8.6% | $3,054+112.8% |
| Admin fee / account holder | $2,456 | $663+270.6% | $8,357-70.6% | $504+387.3% |