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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 | $86,185 | $107,809-20.1% | $97,032-11.2% | $155,188-44.5% |
| Participation rate | 77.8% | 75.5%+2.3pp | 71.6%+6.2pp | 80.8%-3.0pp |
| Annual return | 17.78% | 38.06%-20.3pp | 35.38%-17.6pp | 148.84%-131.1pp |
| Employer contribution / active EE | $6,946 | $2,911+138.6% | $2,629+164.2% | $4,248+63.5% |
| Participant deferral / active EE | $6,255 | $5,129+21.9% | $4,672+33.9% | $6,531-4.2% |
| Admin fee / account holder | $959 | $10,717-91.1% | $9,418-89.8% | $14,480-93.4% |