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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 | $78,899 | $81,331-3.0% | $155,534-49.3% | $80,935-2.5% |
| Participation rate | 87.0% | 66.3%+20.8pp | 78.2%+8.8pp | 67.7%+19.4pp |
| Annual return | 18.55% | 33.37%-14.8pp | 64.92%-46.4pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,534 | $3,105-50.6% | $4,675-67.2% | $2,757-44.4% |
| Participant deferral / active EE | $3,776 | $3,454+9.3% | $5,630-32.9% | $4,299-12.2% |
| Admin fee / account holder | $6,851 | $7,999-14.4% | $15,900-56.9% | $6,924-1.1% |