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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 | $62,086 | $87,037-28.7% | $106,201-41.5% | $80,874-23.2% |
| Participation rate | 73.1% | 70.4%+2.6pp | 75.3%-2.2pp | 67.6%+5.4pp |
| Annual return | 22.03% | 17.05%+5.0pp | 116.26%-94.2pp | 35.62%-13.6pp |
| Employer contribution / active EE | $1,867 | $2,396-22.1% | $3,170-41.1% | $2,756-32.2% |
| Participant deferral / active EE | $3,764 | $3,986-5.6% | $5,012-24.9% | $4,297-12.4% |
| Admin fee / account holder | $3,161 | $8,434-62.5% | $11,039-71.4% | $6,935-54.4% |