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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 | $68,072 | $78,707-13.5% | $117,861-42.2% | $70,126-2.9% |
| Participation rate | 92.4% | 73.2%+19.2pp | 79.7%+12.8pp | 69.5%+22.9pp |
| Annual return | 15.50% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $662 | $2,223-70.2% | $3,786-82.5% | $2,343-71.7% |
| Participant deferral / active EE | $3,394 | $3,297+2.9% | $4,482-24.3% | $3,332+1.9% |
| Admin fee / account holder | $2,853 | $5,066-43.7% | $8,021-64.4% | $4,645-38.6% |