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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 | $83,451 | $125,797-33.7% | $170,043-50.9% | $75,173+11.0% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.0%+3.4pp | 67.2%+23.2pp |
| Annual return | 16.82% | 27.20%-10.4pp | 53.40%-36.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,878 | $4,616-37.6% | $6,790-57.6% | $2,671+7.8% |
| Participant deferral / active EE | $4,548 | $6,838-33.5% | $10,410-56.3% | $4,126+10.2% |
| Admin fee / account holder | $6,833 | $8,177-16.4% | $12,824-46.7% | $5,651+20.9% |