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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 | $72,883 | $111,535-34.7% | $105,223-30.7% | $137,256-46.9% |
| Participation rate | 78.9% | 78.1%+0.9pp | 75.0%+3.9pp | 80.0%-1.0pp |
| Annual return | 13.55% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,703 | $3,939-6.0% | $3,689+0.4% | $4,156-10.9% |
| Participant deferral / active EE | $10,092 | $5,500+83.5% | $5,072+99.0% | $6,407+57.5% |
| Admin fee / account holder | $4,416 | $9,721-54.6% | $8,859-50.2% | $12,270-64.0% |