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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 | $66,787 | $93,598-28.6% | $135,974-50.9% | $75,173-11.2% |
| Participation rate | 76.4% | 75.2%+1.2pp | 81.9%-5.5pp | 67.2%+9.2pp |
| Annual return | 16.26% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.5pp |
| Employer contribution / active EE | $2,374 | $3,538-32.9% | $4,859-51.1% | $2,671-11.1% |
| Participant deferral / active EE | $3,636 | $6,405-43.2% | $7,760-53.1% | $4,126-11.9% |
| Admin fee / account holder | $1,108 | $6,978-84.1% | $10,767-89.7% | $5,651-80.4% |