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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 | $120,871 | $101,950+18.6% | $125,529-3.7% | $86,983+39.0% |
| Participation rate | 76.0% | 70.2%+5.8pp | 74.7%+1.3pp | 69.5%+6.5pp |
| Annual return | 13.33% | 18.29%-5.0pp | 202.56%-189.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $752 | $2,358-68.1% | $3,058-75.4% | $2,584-70.9% |
| Participant deferral / active EE | $6,631 | $3,862+71.7% | $4,813+37.8% | $4,194+58.1% |
| Admin fee / account holder | $5,987 | $12,791-53.2% | $16,298-63.3% | $7,856-23.8% |