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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 | $83,033 | $93,598-11.3% | $135,974-38.9% | $75,173+10.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+10.9pp | 67.2%+25.7pp |
| Annual return | 20.34% | 30.89%-10.5pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $2,690 | $3,538-24.0% | $4,859-44.6% | $2,671+0.7% |
| Participant deferral / active EE | $10,172 | $6,405+58.8% | $7,760+31.1% | $4,126+146.5% |
| Admin fee / account holder | $5,446 | $6,978-22.0% | $10,767-49.4% | $5,651-3.6% |