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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 | $91,185 | $93,617-2.6% | $135,982-32.9% | $75,177+21.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 17.83% | 30.89%-13.1pp | 68.32%-50.5pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,570 | $3,538-55.6% | $4,859-67.7% | $2,671-41.2% |
| Participant deferral / active EE | $3,592 | $6,406-43.9% | $7,760-53.7% | $4,126-13.0% |
| Admin fee / account holder | $676 | $6,980-90.3% | $10,767-93.7% | $5,651-88.0% |