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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 | $83,911 | $45,082+86.1% | $69,464+20.8% | $72,975+15.0% |
| Participation rate | 88.9% | 68.5%+20.4pp | 74.6%+14.3pp | 69.5%+19.4pp |
| Annual return | 16.47% | 22.66%-6.2pp | 28.98%-12.5pp | 81.01%-64.5pp |
| Employer contribution / active EE | $4,634 | $2,055+125.4% | $2,779+66.7% | $2,440+89.9% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,824 | $3,057-40.3% | $3,840-52.5% | $5,124-64.4% |