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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 | $82,161 | $98,760-16.8% | $149,715-45.1% | $79,858+2.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 13.96% | 27.43%-13.5pp | 276.66%-262.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $675 | $3,217-79.0% | $4,645-85.5% | $2,471-72.7% |
| Participant deferral / active EE | $7,243 | $5,681+27.5% | $6,842+5.9% | $3,740+93.6% |
| Admin fee / account holder | $4,262 | $6,053-29.6% | $9,310-54.2% | $5,306-19.7% |