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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 | $77,568 | $93,617-17.1% | $135,982-43.0% | $75,177+3.2% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 16.31% | 30.89%-14.6pp | 68.32%-52.0pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,164 | $3,538-67.1% | $4,859-76.0% | $2,671-56.4% |
| Participant deferral / active EE | $6,110 | $6,406-4.6% | $7,760-21.3% | $4,126+48.1% |
| Admin fee / account holder | $14,899 | $6,980+113.5% | $10,767+38.4% | $5,651+163.6% |