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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 | $72,481 | $93,598-22.6% | $135,974-46.7% | $75,173-3.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 15.82% | 30.89%-15.1pp | 68.30%-52.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $2,196 | $3,538-37.9% | $4,859-54.8% | $2,671-17.8% |
| Participant deferral / active EE | $5,006 | $6,405-21.9% | $7,760-35.5% | $4,126+21.3% |
| Admin fee / account holder | $324 | $6,978-95.4% | $10,767-97.0% | $5,651-94.3% |