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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 | $81,432 | $110,240-26.1% | $96,544-15.7% | $139,487-41.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 14.73% | 26.41%-11.7pp | 25.88%-11.2pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,051 | $3,622-43.4% | $2,966-30.9% | $4,755-56.9% |
| Participant deferral / active EE | $6,414 | $5,549+15.6% | $4,851+32.2% | $6,713-4.4% |
| Admin fee / account holder | $4,470 | $11,602-61.5% | $8,254-45.8% | $11,407-60.8% |