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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 | $76,719 | $117,846-34.9% | $102,434-25.1% | $145,884-47.4% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 19.04% | 31.90%-12.9pp | 29.46%-10.4pp | 551.85%-532.8pp |
| Employer contribution / active EE | $2,035 | $3,615-43.7% | $3,023-32.7% | $4,662-56.3% |
| Participant deferral / active EE | $5,090 | $5,733-11.2% | $5,055+0.7% | $6,690-23.9% |
| Admin fee / account holder | $1,115 | $13,356-91.7% | $9,462-88.2% | $13,392-91.7% |