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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 | $80,258 | $93,598-14.3% | $135,974-41.0% | $75,173+6.8% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 15.50% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,776 | $3,538-49.8% | $4,859-63.4% | $2,671-33.5% |
| Participant deferral / active EE | $4,723 | $6,405-26.3% | $7,760-39.1% | $4,126+14.5% |
| Admin fee / account holder | $3,947 | $6,978-43.4% | $10,767-63.3% | $5,651-30.1% |