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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 | $78,183 | $70,418+11.0% | $96,570-19.0% | $85,847-8.9% |
| Participation rate | 74.7% | 61.8%+12.9pp | 69.8%+4.9pp | 69.3%+5.4pp |
| Annual return | 18.28% | 18.59%-0.3pp | 37.79%-19.5pp | 318.61%-300.3pp |
| Employer contribution / active EE | $413 | $1,413-70.8% | $2,357-82.5% | $2,565-83.9% |
| Participant deferral / active EE | $3,204 | $2,894+10.7% | $3,849-16.8% | $3,952-18.9% |
| Admin fee / account holder | $852 | $4,995-82.9% | $6,182-86.2% | $6,261-86.4% |