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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 | $77,218 | $93,617-17.5% | $135,982-43.2% | $75,177+2.7% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 15.60% | 30.89%-15.3pp | 68.32%-52.7pp | 160.75%-145.2pp |
| Employer contribution / active EE | $2,671 | $3,538-24.5% | $4,859-45.0% | $2,6710% |
| Participant deferral / active EE | $3,622 | $6,406-43.5% | $7,760-53.3% | $4,126-12.2% |
| Admin fee / account holder | $3,455 | $6,980-50.5% | $10,767-67.9% | $5,651-38.9% |