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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 | $81,524 | $112,729-27.7% | $98,716-17.4% | $137,256-40.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 17.72% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,422 | $2,725-11.1% | $2,279+6.3% | $4,156-41.7% |
| Participant deferral / active EE | $2,678 | $4,640-42.3% | $4,048-33.8% | $6,407-58.2% |
| Admin fee / account holder | $11,773 | $10,129+16.2% | $8,703+35.3% | $12,270-4.1% |