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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 | $80,527 | $78,670+2.4% | $109,173-26.2% | $85,847-6.2% |
| Participation rate | 79.6% | 68.3%+11.3pp | 75.9%+3.7pp | 69.3%+10.3pp |
| Annual return | 14.51% | 25.09%-10.6pp | 25.75%-11.2pp | 318.61%-304.1pp |
| Employer contribution / active EE | $2,766 | $2,734+1.2% | $3,723-25.7% | $2,565+7.8% |
| Participant deferral / active EE | $5,602 | $3,467+61.6% | $4,654+20.4% | $3,952+41.8% |
| Admin fee / account holder | $3,613 | $5,469-33.9% | $6,755-46.5% | $6,261-42.3% |