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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 | $88,646 | $93,598-5.3% | $135,974-34.8% | $75,173+17.9% |
| Participation rate | 73.3% | 75.2%-1.9pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 17.33% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,381 | $3,538-61.0% | $4,859-71.6% | $2,671-48.3% |
| Participant deferral / active EE | $2,690 | $6,405-58.0% | $7,760-65.3% | $4,126-34.8% |
| Admin fee / account holder | $2,045 | $6,978-70.7% | $10,767-81.0% | $5,651-63.8% |