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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 | $62,722 | $93,617-33.0% | $135,982-53.9% | $75,177-16.6% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.5pp | 67.2%+9.3pp |
| Annual return | 24.60% | 30.89%-6.3pp | 68.32%-43.7pp | 160.75%-136.1pp |
| Employer contribution / active EE | $1,434 | $3,538-59.5% | $4,859-70.5% | $2,671-46.3% |
| Participant deferral / active EE | $3,994 | $6,406-37.6% | $7,760-48.5% | $4,126-3.2% |
| Admin fee / account holder | $9,920 | $6,980+42.1% | $10,767-7.9% | $5,651+75.5% |