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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 | $68,656 | $112,729-39.1% | $98,716-30.5% | $137,256-50.0% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.3%+9.0pp | 80.0%-1.7pp |
| Annual return | 18.00% | 38.48%-20.5pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,355 | $2,725-13.6% | $2,279+3.3% | $4,156-43.3% |
| Participant deferral / active EE | $5,174 | $4,640+11.5% | $4,048+27.8% | $6,407-19.2% |
| Admin fee / account holder | $4,275 | $10,129-57.8% | $8,703-50.9% | $12,270-65.2% |