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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 | $79,865 | $73,988+7.9% | $96,538-17.3% | $75,177+6.2% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 18.06% | 26.73%-8.7pp | 35.74%-17.7pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,365 | $2,930-53.4% | $3,740-63.5% | $2,671-48.9% |
| Participant deferral / active EE | $2,682 | $3,660-26.7% | $4,880-45.0% | $4,126-35.0% |
| Admin fee / account holder | $3,468 | $5,220-33.6% | $6,737-48.5% | $5,651-38.6% |