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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 | $87,689 | $98,776-11.2% | $149,745-41.4% | $79,856+9.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 21.92% | 27.38%-5.5pp | 276.72%-254.8pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,221 | $3,217-31.0% | $4,646-52.2% | $2,471-10.1% |
| Participant deferral / active EE | $4,942 | $5,681-13.0% | $6,843-27.8% | $3,741+32.1% |
| Admin fee / account holder | $3,464 | $6,053-42.8% | $9,312-62.8% | $5,306-34.7% |