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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 | $82,219 | $93,617-12.2% | $135,982-39.5% | $75,177+9.4% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 16.48% | 30.89%-14.4pp | 68.32%-51.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $1,893 | $3,538-46.5% | $4,859-61.0% | $2,671-29.1% |
| Participant deferral / active EE | $3,854 | $6,406-39.8% | $7,760-50.3% | $4,126-6.6% |
| Admin fee / account holder | $1,204 | $6,980-82.8% | $10,767-88.8% | $5,651-78.7% |