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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 | $70,458 | $93,617-24.7% | $135,982-48.2% | $75,177-6.3% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 21.44% | 30.89%-9.5pp | 68.32%-46.9pp | 160.75%-139.3pp |
| Employer contribution / active EE | $2,288 | $3,538-35.3% | $4,859-52.9% | $2,671-14.4% |
| Participant deferral / active EE | $14,465 | $6,406+125.8% | $7,760+86.4% | $4,126+250.5% |
| Admin fee / account holder | $5,758 | $6,980-17.5% | $10,767-46.5% | $5,651+1.9% |