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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 | $84,274 | $79,955+5.4% | $98,461-14.4% | $75,173+12.1% |
| Participation rate | 70.7% | 70.4%+0.3pp | 75.2%-4.5pp | 67.2%+3.5pp |
| Annual return | 16.10% | 19.75%-3.6pp | 21.17%-5.1pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,770 | $2,264-21.8% | $3,049-41.9% | $2,671-33.7% |
| Participant deferral / active EE | $3,779 | $3,752+0.7% | $4,738-20.2% | $4,126-8.4% |
| Admin fee / account holder | $5,667 | $6,841-17.2% | $8,961-36.8% | $5,651+0.3% |