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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 | $78,233 | $111,535-29.9% | $105,223-25.7% | $137,256-43.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 18.55% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,804 | $3,939-28.8% | $3,689-24.0% | $4,156-32.5% |
| Participant deferral / active EE | $7,871 | $5,500+43.1% | $5,072+55.2% | $6,407+22.9% |
| Admin fee / account holder | $2,571 | $9,721-73.6% | $8,859-71.0% | $12,270-79.0% |