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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 | $83,322 | $124,980-33.3% | $108,359-23.1% | $154,746-46.2% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 15.57% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $7,495 | $2,851+162.9% | $2,399+212.4% | $4,379+71.2% |
| Participant deferral / active EE | $9,694 | $4,743+104.4% | $4,137+134.3% | $6,730+44.0% |
| Admin fee / account holder | $4,860 | $11,502-57.7% | $9,741-50.1% | $14,365-66.2% |