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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 | $75,602 | $103,393-26.9% | $87,103-13.2% | $152,909-50.6% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 13.06% | 28.10%-15.0pp | 28.19%-15.1pp | 345.46%-332.4pp |
| Employer contribution / active EE | $2,900 | $3,221-10.0% | $2,521+15.0% | $4,764-39.1% |
| Participant deferral / active EE | $8,274 | $4,778+73.2% | $4,049+104.4% | $5,851+41.4% |
| Admin fee / account holder | $5,241 | $12,195-57.0% | $7,491-30.0% | $11,601-54.8% |