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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 | $80,403 | $154,228-47.9% | $145,433-44.7% | $137,256-41.4% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,063 | $4,804-36.2% | $4,554-32.7% | $4,156-26.3% |
| Participant deferral / active EE | $8,717 | $8,216+6.1% | $7,897+10.4% | $6,407+36.1% |
| Admin fee / account holder | $2,438 | $14,344-83.0% | $13,129-81.4% | $12,270-80.1% |