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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 | $96,280 | $110,278-12.7% | $95,740+0.6% | $139,466-31.0% |
| Participation rate | 78.6% | 75.7%+2.8pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 12.23% | 27.19%-15.0pp | 28.41%-16.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,001 | $3,260-38.6% | $2,836-29.4% | $4,754-57.9% |
| Participant deferral / active EE | $5,374 | $4,674+15.0% | $4,244+26.6% | $6,712-19.9% |
| Admin fee / account holder | $2,386 | $6,613-63.9% | $5,676-58.0% | $11,409-79.1% |