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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 | $87,713 | $47,944+82.9% | $67,834+29.3% | $62,881+39.5% |
| Participation rate | 78.3% | 61.1%+17.3pp | 68.8%+9.5pp | 69.3%+9.0pp |
| Annual return | 7.45% | 11.77%-4.3pp | 138.47%-131.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,298 | $1,562-16.9% | $2,403-46.0% | $2,281-43.1% |
| Participant deferral / active EE | $5,197 | $2,247+131.3% | $3,160+64.5% | $3,203+62.3% |
| Admin fee / account holder | $1,514 | $3,712-59.2% | $4,622-67.2% | $4,296-64.8% |