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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 | $82,676 | $102,638-19.4% | $81,982+0.8% | $158,982-48.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.3%+26.0pp | 82.0%+13.3pp |
| Annual return | 20.57% | 61.05%-40.5pp | 41.31%-20.7pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,663 | $3,241-48.7% | $2,498-33.4% | $4,763-65.1% |
| Participant deferral / active EE | $5,074 | $4,649+9.1% | $3,722+36.3% | $5,983-15.2% |
| Admin fee / account holder | $2,712 | $8,237-67.1% | $5,665-52.1% | $11,252-75.9% |