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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 | $92,124 | $93,617-1.6% | $135,982-32.3% | $75,177+22.5% |
| Participation rate | 70.2% | 75.2%-5.0pp | 81.9%-11.7pp | 67.2%+3.0pp |
| Annual return | 19.94% | 30.89%-11.0pp | 68.32%-48.4pp | 160.75%-140.8pp |
| Employer contribution / active EE | $1,944 | $3,538-45.1% | $4,859-60.0% | $2,671-27.2% |
| Participant deferral / active EE | $4,031 | $6,406-37.1% | $7,760-48.1% | $4,126-2.3% |
| Admin fee / account holder | $753 | $6,980-89.2% | $10,767-93.0% | $5,651-86.7% |