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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 | $86,357 | $58,828+46.8% | $78,002+10.7% | $62,881+37.3% |
| Participation rate | 79.2% | 71.1%+8.2pp | 75.5%+3.7pp | 69.3%+9.9pp |
| Annual return | 4.79% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $663 | $1,672-60.4% | $2,470-73.2% | $2,281-70.9% |
| Participant deferral / active EE | $1,353 | $2,686-49.6% | $3,497-61.3% | $3,203-57.8% |
| Admin fee / account holder | $4,214 | $4,393-4.1% | $5,481-23.1% | $4,296-1.9% |