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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 | $85,435 | $111,535-23.4% | $105,223-18.8% | $137,256-37.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 11.90% | 237.85%-226.0pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,470 | $3,939-37.3% | $3,689-33.0% | $4,156-40.6% |
| Participant deferral / active EE | $5,227 | $5,500-5.0% | $5,072+3.1% | $6,407-18.4% |
| Admin fee / account holder | $1,631 | $9,721-83.2% | $8,859-81.6% | $12,270-86.7% |