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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 | $70,504 | $80,992-12.9% | $96,534-27.0% | $75,173-6.2% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 15.24% | 27.05%-11.8pp | 25.88%-10.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $2,108 | $2,283-7.7% | $2,965-28.9% | $2,671-21.1% |
| Participant deferral / active EE | $4,161 | $3,929+5.9% | $4,851-14.2% | $4,126+0.8% |
| Admin fee / account holder | $1,991 | $6,717-70.4% | $8,253-75.9% | $5,651-64.8% |