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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 | $76,218 | $110,278-30.9% | $95,740-20.4% | $139,466-45.3% |
| Participation rate | 93.3% | 75.7%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 12.83% | 27.19%-14.4pp | 28.41%-15.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $2,592 | $3,260-20.5% | $2,836-8.6% | $4,754-45.5% |
| Participant deferral / active EE | $6,174 | $4,674+32.1% | $4,244+45.5% | $6,712-8.0% |
| Admin fee / account holder | $3,410 | $6,613-48.4% | $5,676-39.9% | $11,409-70.1% |