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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 | $83,498 | $93,617-10.8% | $135,982-38.6% | $75,177+11.1% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 16.53% | 30.89%-14.4pp | 68.32%-51.8pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,772 | $3,538-49.9% | $4,859-63.5% | $2,671-33.7% |
| Participant deferral / active EE | $5,131 | $6,406-19.9% | $7,760-33.9% | $4,126+24.3% |
| Admin fee / account holder | $2,936 | $6,980-57.9% | $10,767-72.7% | $5,651-48.0% |