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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 | $84,685 | $78,670+7.6% | $109,173-22.4% | $85,847-1.4% |
| Participation rate | 77.5% | 68.3%+9.2pp | 75.9%+1.6pp | 69.3%+8.2pp |
| Annual return | 12.29% | 25.09%-12.8pp | 25.75%-13.5pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,664 | $2,734-39.1% | $3,723-55.3% | $2,565-35.1% |
| Participant deferral / active EE | $2,784 | $3,467-19.7% | $4,654-40.2% | $3,952-29.5% |
| Admin fee / account holder | $4,252 | $5,469-22.3% | $6,755-37.0% | $6,261-32.1% |