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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 | $79,723 | $93,589-14.8% | $135,942-41.4% | $75,181+6.0% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.9%+8.9pp | 67.2%+23.6pp |
| Annual return | 21.03% | 30.90%-9.9pp | 68.28%-47.3pp | 160.69%-139.7pp |
| Employer contribution / active EE | $2,393 | $3,537-32.3% | $4,858-50.7% | $2,671-10.4% |
| Participant deferral / active EE | $5,460 | $6,405-14.7% | $7,759-29.6% | $4,126+32.3% |
| Admin fee / account holder | $880 | $6,977-87.4% | $10,764-91.8% | $5,650-84.4% |