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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 | $69,134 | $93,617-26.2% | $135,982-49.2% | $75,177-8.0% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 17.58% | 30.89%-13.3pp | 68.32%-50.7pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,447 | $3,538-30.8% | $4,859-49.6% | $2,671-8.4% |
| Participant deferral / active EE | $7,105 | $6,406+10.9% | $7,760-8.4% | $4,126+72.2% |
| Admin fee / account holder | $2,507 | $6,980-64.1% | $10,767-76.7% | $5,651-55.6% |