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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 | $81,937 | $98,766-17.0% | $149,730-45.3% | $79,852+2.6% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 21.56% | 27.43%-5.9pp | 276.70%-255.1pp | 31.72%-10.2pp |
| Employer contribution / active EE | $3,088 | $3,217-4.0% | $4,645-33.5% | $2,471+25.0% |
| Participant deferral / active EE | $5,882 | $5,681+3.5% | $6,843-14.0% | $3,740+57.3% |
| Admin fee / account holder | $2,517 | $6,052-58.4% | $9,310-73.0% | $5,306-52.6% |