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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 | $87,048 | $98,760-11.9% | $149,715-41.9% | $79,858+9.0% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 13.57% | 27.43%-13.9pp | 276.66%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,290 | $3,217-28.8% | $4,645-50.7% | $2,471-7.3% |
| Participant deferral / active EE | $3,440 | $5,681-39.4% | $6,842-49.7% | $3,740-8.0% |
| Admin fee / account holder | $1,474 | $6,053-75.7% | $9,310-84.2% | $5,306-72.2% |