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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 | $75,664 | $84,236-10.2% | $170,439-55.6% | $70,124+7.9% |
| Participation rate | 85.4% | 70.8%+14.5pp | 83.6%+1.8pp | 69.5%+15.8pp |
| Annual return | 18.84% | 23.06%-4.2pp | 205.94%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,153 | $3,387-36.4% | $5,433-60.4% | $2,342-8.1% |
| Participant deferral / active EE | $4,047 | $3,086+31.2% | $4,939-18.1% | $3,332+21.5% |
| Admin fee / account holder | $1,433 | $5,698-74.8% | $13,881-89.7% | $4,645-69.1% |