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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 | $57,964 | $93,617-38.1% | $135,982-57.4% | $75,177-22.9% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 19.59% | 30.89%-11.3pp | 68.32%-48.7pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,234 | $3,538-36.9% | $4,859-54.0% | $2,671-16.4% |
| Participant deferral / active EE | $4,141 | $6,406-35.4% | $7,760-46.6% | $4,126+0.3% |
| Admin fee / account holder | $1,450 | $6,980-79.2% | $10,767-86.5% | $5,651-74.3% |