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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 | $58,382 | $93,589-37.6% | $135,942-57.1% | $75,181-22.3% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 67.2%+13.3pp |
| Annual return | 32.16% | 30.90%+1.3pp | 68.28%-36.1pp | 160.69%-128.5pp |
| Employer contribution / active EE | $2,927 | $3,537-17.3% | $4,858-39.7% | $2,671+9.6% |
| Participant deferral / active EE | $7,364 | $6,405+15.0% | $7,759-5.1% | $4,126+78.5% |
| Admin fee / account holder | $2,593 | $6,977-62.8% | $10,764-75.9% | $5,650-54.1% |