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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 | $80,223 | $77,638+3.3% | $156,551-48.8% | $62,881+27.6% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 9.05% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,114 | $3,444-38.6% | $5,501-61.6% | $2,281-7.3% |
| Participant deferral / active EE | $4,749 | $3,046+55.9% | $4,871-2.5% | $3,203+48.3% |
| Admin fee / account holder | $436 | $5,561-92.2% | $13,028-96.7% | $4,296-89.8% |