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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 | $66,315 | $69,977-5.2% | $108,582-38.9% | $62,881+5.5% |
| Participation rate | 78.5% | 72.9%+5.6pp | 79.6%-1.1pp | 69.3%+9.2pp |
| Annual return | 8.05% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $483 | $2,135-77.4% | $3,758-87.2% | $2,281-78.8% |
| Participant deferral / active EE | $3,972 | $3,165+25.5% | $4,311-7.9% | $3,203+24.0% |
| Admin fee / account holder | $3,520 | $5,076-30.7% | $7,645-54.0% | $4,296-18.1% |