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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 | $80,640 | $78,682+2.5% | $109,188-26.1% | $85,851-6.1% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.5pp | 69.3%+2.1pp |
| Annual return | 11.97% | 25.09%-13.1pp | 25.76%-13.8pp | 318.63%-306.7pp |
| Employer contribution / active EE | $1,896 | $2,734-30.7% | $3,723-49.1% | $2,565-26.1% |
| Participant deferral / active EE | $3,811 | $3,468+9.9% | $4,654-18.1% | $3,952-3.6% |
| Admin fee / account holder | $720 | $5,470-86.8% | $6,755-89.3% | $6,261-88.5% |