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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 | $66,121 | $99,994-33.9% | $146,647-54.9% | $85,851-23.0% |
| Participation rate | 78.4% | 73.1%+5.4pp | 80.1%-1.6pp | 69.3%+9.1pp |
| Annual return | 15.25% | 18.93%-3.7pp | 22.75%-7.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,935 | $2,559-24.4% | $4,137-53.2% | $2,565-24.6% |
| Participant deferral / active EE | $4,549 | $4,006+13.5% | $5,506-17.4% | $3,952+15.1% |
| Admin fee / account holder | $2,434 | $7,703-68.4% | $10,281-76.3% | $6,261-61.1% |