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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 | $67,886 | $78,428-13.4% | $95,960-29.3% | $79,852-15.0% |
| Participation rate | 84.5% | 73.5%+11.0pp | 77.1%+7.4pp | 69.6%+14.8pp |
| Annual return | 10.90% | 19.37%-8.5pp | 91.63%-80.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,590 | $1,945-18.3% | $2,541-37.4% | $2,471-35.7% |
| Participant deferral / active EE | $3,641 | $3,440+5.8% | $4,167-12.6% | $3,740-2.7% |
| Admin fee / account holder | $3,493 | $5,622-37.9% | $6,797-48.6% | $5,306-34.2% |