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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 | $73,352 | $112,729-34.9% | $98,716-25.7% | $137,256-46.6% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 14.27% | 38.48%-24.2pp | 31.81%-17.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,282 | $2,725-52.9% | $2,279-43.7% | $4,156-69.1% |
| Participant deferral / active EE | $4,142 | $4,640-10.7% | $4,048+2.3% | $6,407-35.4% |
| Admin fee / account holder | $2,109 | $10,129-79.2% | $8,703-75.8% | $12,270-82.8% |