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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 | $92,341 | $58,099+58.9% | $76,872+20.1% | $75,173+22.8% |
| Participation rate | 87.3% | 63.9%+23.4pp | 69.6%+17.7pp | 67.2%+20.1pp |
| Annual return | 13.02% | 26.71%-13.7pp | 37.90%-24.9pp | 160.72%-147.7pp |
| Employer contribution / active EE | $1,698 | $1,996-14.9% | $2,533-33.0% | $2,671-36.4% |
| Participant deferral / active EE | $4,641 | $2,999+54.7% | $3,832+21.1% | $4,126+12.5% |
| Admin fee / account holder | $881 | $4,778-81.6% | $5,476-83.9% | $5,651-84.4% |