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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 | $85,803 | $162,821-47.3% | $133,978-36.0% | $158,982-46.0% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 11.78% | 41.95%-30.2pp | 45.10%-33.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,384 | $4,976-52.1% | $3,919-39.2% | $4,763-50.0% |
| Participant deferral / active EE | $2,808 | $5,910-52.5% | $5,047-44.4% | $5,983-53.1% |
| Admin fee / account holder | $19,742 | $11,742+68.1% | $8,930+121.1% | $11,252+75.5% |