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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 | $82,318 | $125,797-34.6% | $170,028-51.6% | $75,181+9.5% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.0%-0.3pp | 67.2%+19.5pp |
| Annual return | 14.79% | 27.20%-12.4pp | 53.39%-38.6pp | 160.69%-145.9pp |
| Employer contribution / active EE | $2,727 | $4,616-40.9% | $6,788-59.8% | $2,671+2.1% |
| Participant deferral / active EE | $3,117 | $6,838-54.4% | $10,409-70.1% | $4,126-24.5% |
| Admin fee / account holder | $879 | $8,177-89.2% | $12,820-93.1% | $5,650-84.4% |