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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 | $83,355 | $88,672-6.0% | $105,223-20.8% | $82,448+1.1% |
| Participation rate | 89.7% | 67.9%+21.8pp | 75.0%+14.7pp | 68.1%+21.7pp |
| Annual return | 17.02% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,571 | $3,048-15.6% | $3,689-30.3% | $2,551+0.8% |
| Participant deferral / active EE | $6,095 | $4,036+51.0% | $5,072+20.2% | $4,139+47.3% |
| Admin fee / account holder | $3,861 | $7,146-46.0% | $8,859-56.4% | $7,234-46.6% |