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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 | $79,115 | $123,000-35.7% | $105,582-25.1% | $198,609-60.2% |
| Participation rate | 94.1% | 76.8%+17.4pp | 71.8%+22.3pp | 82.4%+11.7pp |
| Annual return | 14.75% | 18.31%-3.6pp | 18.61%-3.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,715 | $3,582-24.2% | $2,984-9.0% | $5,055-46.3% |
| Participant deferral / active EE | $4,662 | $5,013-7.0% | $4,353+7.1% | $6,977-33.2% |
| Admin fee / account holder | $4,069 | $16,254-75.0% | $12,856-68.4% | $19,030-78.6% |