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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 | $69,484 | $80,992-14.2% | $96,534-28.0% | $75,173-7.6% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.6pp | 67.2%+22.3pp |
| Annual return | 18.23% | 27.05%-8.8pp | 25.88%-7.7pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,762 | $2,283-22.8% | $2,965-40.6% | $2,671-34.0% |
| Participant deferral / active EE | $3,766 | $3,929-4.2% | $4,851-22.4% | $4,126-8.7% |
| Admin fee / account holder | $5,541 | $6,717-17.5% | $8,253-32.9% | $5,651-1.9% |