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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 | $78,346 | $84,236-7.0% | $170,435-54.0% | $70,126+11.7% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 17.83% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,412 | $3,387-28.8% | $5,432-55.6% | $2,343+3.0% |
| Participant deferral / active EE | $4,259 | $3,086+38.0% | $4,939-13.8% | $3,332+27.8% |
| Admin fee / account holder | $1,136 | $5,698-80.1% | $13,881-91.8% | $4,645-75.5% |