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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 | $75,247 | $87,166-13.7% | $76,735-1.9% | $137,256-45.2% |
| Participation rate | 78.6% | 74.4%+4.2pp | 69.5%+9.1pp | 80.0%-1.4pp |
| Annual return | 13.60% | 26.50%-12.9pp | 29.77%-16.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,742 | $2,904+28.8% | $2,454+52.5% | $4,156-10.0% |
| Participant deferral / active EE | $6,455 | $4,726+36.6% | $4,088+57.9% | $6,407+0.8% |
| Admin fee / account holder | $491 | $8,403-94.2% | $7,189-93.2% | $12,270-96.0% |