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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 | $78,949 | $79,955-1.3% | $98,461-19.8% | $75,173+5.0% |
| Participation rate | 81.6% | 70.4%+11.3pp | 75.2%+6.5pp | 67.2%+14.4pp |
| Annual return | 18.96% | 19.75%-0.8pp | 21.17%-2.2pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,857 | $2,264-18.0% | $3,049-39.1% | $2,671-30.5% |
| Participant deferral / active EE | $3,920 | $3,752+4.5% | $4,738-17.3% | $4,126-5.0% |
| Admin fee / account holder | $7,197 | $6,841+5.2% | $8,961-19.7% | $5,651+27.4% |