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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 | $54,849 | $51,207+7.1% | $70,565-22.3% | $75,177-27.0% |
| Participation rate | 77.5% | 61.0%+16.5pp | 68.4%+9.1pp | 67.2%+10.3pp |
| Annual return | 18.61% | 30.05%-11.4pp | 32.79%-14.2pp | 160.75%-142.1pp |
| Employer contribution / active EE | $962 | $1,826-47.3% | $2,976-67.7% | $2,671-64.0% |
| Participant deferral / active EE | $2,103 | $2,850-26.2% | $4,568-54.0% | $4,126-49.0% |
| Admin fee / account holder | $6,304 | $4,097+53.8% | $6,430-2.0% | $5,651+11.5% |