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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 | $81,526 | $110,337-26.1% | $102,383-20.4% | $145,877-44.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 15.62% | 24.83%-9.2pp | 24.94%-9.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $5,735 | $4,216+36.0% | $3,870+48.2% | $4,663+23.0% |
| Participant deferral / active EE | $12,503 | $5,621+122.5% | $5,060+147.1% | $6,691+86.9% |
| Admin fee / account holder | $1,715 | $9,750-82.4% | $8,391-79.6% | $13,402-87.2% |