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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 | $88,388 | $108,825-18.8% | $156,181-43.4% | $82,448+7.2% |
| Participation rate | 88.1% | 72.4%+15.7pp | 78.8%+9.3pp | 68.1%+20.0pp |
| Annual return | 16.99% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,660 | $2,870-42.2% | $4,294-61.3% | $2,551-34.9% |
| Participant deferral / active EE | $5,985 | $4,577+30.8% | $6,132-2.4% | $4,139+44.6% |
| Admin fee / account holder | $5,395 | $9,341-42.2% | $14,586-63.0% | $7,234-25.4% |