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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 | $87,765 | $93,617-6.3% | $135,982-35.5% | $75,177+16.7% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 17.50% | 30.89%-13.4pp | 68.32%-50.8pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,753 | $3,538-22.2% | $4,859-43.3% | $2,671+3.1% |
| Participant deferral / active EE | $7,882 | $6,406+23.0% | $7,760+1.6% | $4,126+91.0% |
| Admin fee / account holder | $2,020 | $6,980-71.1% | $10,767-81.2% | $5,651-64.3% |