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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 | $76,891 | $93,617-17.9% | $135,982-43.5% | $75,177+2.3% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+1.9pp | 67.2%+16.7pp |
| Annual return | 18.17% | 30.89%-12.7pp | 68.32%-50.2pp | 160.75%-142.6pp |
| Employer contribution / active EE | $3,149 | $3,538-11.0% | $4,859-35.2% | $2,671+17.9% |
| Participant deferral / active EE | $7,090 | $6,406+10.7% | $7,760-8.6% | $4,126+71.8% |
| Admin fee / account holder | $5,398 | $6,980-22.7% | $10,767-49.9% | $5,651-4.5% |