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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 | $65,794 | $93,598-29.7% | $135,974-51.6% | $75,173-12.5% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 19.40% | 30.89%-11.5pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,725 | $3,538-23.0% | $4,859-43.9% | $2,671+2.0% |
| Participant deferral / active EE | $5,839 | $6,405-8.8% | $7,760-24.8% | $4,126+41.5% |
| Admin fee / account holder | $2,124 | $6,978-69.6% | $10,767-80.3% | $5,651-62.4% |