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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 | $77,692 | $125,797-38.2% | $170,043-54.3% | $75,173+3.4% |
| Participation rate | 92.8% | 83.6%+9.2pp | 87.0%+5.8pp | 67.2%+25.6pp |
| Annual return | 14.27% | 27.20%-12.9pp | 53.40%-39.1pp | 160.72%-146.4pp |
| Employer contribution / active EE | $2,822 | $4,616-38.9% | $6,790-58.4% | $2,671+5.6% |
| Participant deferral / active EE | $3,782 | $6,838-44.7% | $10,410-63.7% | $4,126-8.3% |
| Admin fee / account holder | $13,356 | $8,177+63.4% | $12,824+4.2% | $5,651+136.4% |