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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 | $56,250 | $54,541+3.1% | $78,778-28.6% | $70,126-19.8% |
| Participation rate | 87.8% | 60.8%+27.0pp | 69.2%+18.6pp | 69.5%+18.2pp |
| Annual return | 17.78% | 21.07%-3.3pp | 35.62%-17.8pp | 73.15%-55.4pp |
| Employer contribution / active EE | $904 | $1,089-17.0% | $1,986-54.5% | $2,343-61.4% |
| Participant deferral / active EE | $3,090 | $2,210+39.8% | $2,958+4.5% | $3,332-7.2% |
| Admin fee / account holder | $2,899 | $3,709-21.8% | $5,134-43.5% | $4,645-37.6% |