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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 | $82,562 | $84,236-2.0% | $170,435-51.6% | $70,126+17.7% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 16.36% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,998 | $3,387-41.0% | $5,432-63.2% | $2,343-14.7% |
| Participant deferral / active EE | $1,701 | $3,086-44.9% | $4,939-65.6% | $3,332-48.9% |
| Admin fee / account holder | $3,654 | $5,698-35.9% | $13,881-73.7% | $4,645-21.3% |