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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 | $80,840 | $46,596+73.5% | $64,099+26.1% | $75,181+7.5% |
| Participation rate | 93.8% | 65.9%+27.8pp | 72.3%+21.4pp | 67.2%+26.6pp |
| Annual return | 13.36% | 26.04%-12.7pp | 33.70%-20.3pp | 160.69%-147.3pp |
| Employer contribution / active EE | $1,190 | $1,975-39.7% | $2,748-56.7% | $2,671-55.4% |
| Participant deferral / active EE | $1,659 | $2,837-41.5% | $3,881-57.3% | $4,126-59.8% |
| Admin fee / account holder | $2,203 | $2,954-25.4% | $3,070-28.3% | $5,650-61.0% |