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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 | $69,875 | $81,233-14.0% | $155,567-55.1% | $80,874-13.6% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 12.66% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,268 | $3,101-26.9% | $4,674-51.5% | $2,756-17.7% |
| Participant deferral / active EE | $3,858 | $3,452+11.7% | $5,628-31.5% | $4,297-10.2% |
| Admin fee / account holder | $488 | $7,998-93.9% | $15,916-96.9% | $6,935-93.0% |