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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 | $117,523 | $125,797-6.6% | $170,028-30.9% | $75,181+56.3% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 17.81% | 27.20%-9.4pp | 53.39%-35.6pp | 160.69%-142.9pp |
| Employer contribution / active EE | $3,158 | $4,616-31.6% | $6,788-53.5% | $2,671+18.3% |
| Participant deferral / active EE | $5,874 | $6,838-14.1% | $10,409-43.6% | $4,126+42.4% |
| Admin fee / account holder | $2,719 | $8,177-66.7% | $12,820-78.8% | $5,650-51.9% |