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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 | $87,182 | $46,534+87.3% | $64,097+36.0% | $75,177+16.0% |
| Participation rate | 77.1% | 65.9%+11.1pp | 72.3%+4.8pp | 67.2%+9.9pp |
| Annual return | 14.64% | 26.07%-11.4pp | 33.75%-19.1pp | 160.75%-146.1pp |
| Employer contribution / active EE | $1,454 | $1,976-26.4% | $2,750-47.1% | $2,671-45.6% |
| Participant deferral / active EE | $2,417 | $2,835-14.7% | $3,881-37.7% | $4,126-41.4% |
| Admin fee / account holder | $3,546 | $2,957+19.9% | $3,070+15.5% | $5,651-37.3% |