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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 | $68,526 | $80,983-15.4% | $96,544-29.0% | $75,177-8.8% |
| Participation rate | 85.0% | 71.8%+13.2pp | 76.0%+9.0pp | 67.2%+17.8pp |
| Annual return | 15.78% | 27.05%-11.3pp | 25.88%-10.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $971 | $2,282-57.4% | $2,966-67.3% | $2,671-63.6% |
| Participant deferral / active EE | $3,433 | $3,929-12.6% | $4,851-29.2% | $4,126-16.8% |
| Admin fee / account holder | $4,436 | $6,717-33.9% | $8,254-46.3% | $5,651-21.5% |