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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 | $76,074 | $109,359-30.4% | $162,171-53.1% | $72,983+4.2% |
| Participation rate | 86.3% | 84.3%+2.0pp | 87.6%-1.3pp | 69.5%+16.8pp |
| Annual return | 21.21% | 25.46%-4.2pp | 115.60%-94.4pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,007 | $3,907-48.6% | $5,613-64.2% | $2,440-17.7% |
| Participant deferral / active EE | $5,271 | $5,481-3.8% | $7,297-27.8% | $3,608+46.1% |
| Admin fee / account holder | $1,231 | $7,972-84.6% | $10,843-88.6% | $5,124-76.0% |