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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 | $80,746 | $111,535-27.6% | $105,223-23.3% | $137,256-41.2% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 17.30% | 237.85%-220.6pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,500 | $3,939+65.0% | $3,689+76.2% | $4,156+56.4% |
| Participant deferral / active EE | $4,098 | $5,500-25.5% | $5,072-19.2% | $6,407-36.0% |
| Admin fee / account holder | $1,453 | $9,721-85.0% | $8,859-83.6% | $12,270-88.2% |