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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 | $61,426 | $81,262-24.4% | $155,602-60.5% | $80,911-24.1% |
| Participation rate | 83.6% | 66.2%+17.4pp | 78.2%+5.4pp | 67.6%+16.0pp |
| Annual return | 12.52% | 33.34%-20.8pp | 64.81%-52.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,735 | $3,102-44.1% | $4,675-62.9% | $2,756-37.0% |
| Participant deferral / active EE | $3,954 | $3,451+14.6% | $5,629-29.8% | $4,297-8.0% |
| Admin fee / account holder | $3,852 | $7,992-51.8% | $15,923-75.8% | $6,935-44.5% |