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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 | $73,717 | $89,370-17.5% | $141,197-47.8% | $72,976+1.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 26.06% | 111.88%-85.8pp | 71.41%-45.3pp | 81.02%-55.0pp |
| Employer contribution / active EE | $853 | $3,115-72.6% | $4,736-82.0% | $2,440-65.1% |
| Participant deferral / active EE | $5,386 | $5,419-0.6% | $6,710-19.7% | $3,608+49.3% |
| Admin fee / account holder | $4,063 | $5,957-31.8% | $10,265-60.4% | $5,124-20.7% |