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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 | $71,208+19.7% | $93,681-9.0% | $80,911+5.3% |
| Participation rate | 86.5% | 60.4%+26.1pp | 68.7%+17.8pp | 67.6%+18.8pp |
| Annual return | 14.57% | 11.27%+3.3pp | 133.47%-118.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,351 | $1,564-13.6% | $2,422-44.2% | $2,756-51.0% |
| Participant deferral / active EE | $3,896 | $4,035-3.4% | $4,415-11.8% | $4,297-9.3% |
| Admin fee / account holder | $4,072 | $6,951-41.4% | $8,290-50.9% | $6,935-41.3% |