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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 | $85,563 | $93,617-8.6% | $135,982-37.1% | $75,177+13.8% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.66% | 30.89%-12.2pp | 68.32%-49.7pp | 160.75%-142.1pp |
| Employer contribution / active EE | $2,891 | $3,538-18.3% | $4,859-40.5% | $2,671+8.2% |
| Participant deferral / active EE | $5,432 | $6,406-15.2% | $7,760-30.0% | $4,126+31.6% |
| Admin fee / account holder | $4,512 | $6,980-35.4% | $10,767-58.1% | $5,651-20.2% |