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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 | $85,208 | $71,215+19.6% | $93,696-9.1% | $80,935+5.3% |
| Participation rate | 86.5% | 60.4%+26.1pp | 68.7%+17.8pp | 67.7%+18.8pp |
| Annual return | 14.57% | 11.27%+3.3pp | 133.74%-119.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,351 | $1,565-13.7% | $2,422-44.2% | $2,757-51.0% |
| Participant deferral / active EE | $3,896 | $4,037-3.5% | $4,417-11.8% | $4,299-9.4% |
| Admin fee / account holder | $4,072 | $6,958-41.5% | $8,287-50.9% | $6,924-41.2% |