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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 | $105,263 | $48,011+119.2% | $63,803+65.0% | $82,637+27.4% |
| Participation rate | 76.7% | 66.6%+10.2pp | 72.7%+4.0pp | 68.1%+8.7pp |
| Annual return | 15.35% | 19.84%-4.5pp | 543.72%-528.4pp | 53.51%-38.2pp |
| Employer contribution / active EE | $449 | $1,904-76.4% | $2,532-82.3% | $2,552-82.4% |
| Participant deferral / active EE | $3,757 | $2,846+32.0% | $3,843-2.2% | $4,126-9.0% |
| Admin fee / account holder | $1,411 | $3,873-63.6% | $5,196-72.8% | $7,339-80.8% |