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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 | $50,260 | $32,425+55.0% | $74,577-32.6% | $55,167-8.9% |
| Participation rate | 72.6% | 54.0%+18.6pp | 68.1%+4.5pp | 69.0%+3.6pp |
| Annual return | 7.81% | 10.63%-2.8pp | 20.47%-12.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $689 | $1,043-33.9% | $2,525-72.7% | $1,963-64.9% |
| Participant deferral / active EE | $2,583 | $1,995+29.5% | $3,458-25.3% | $3,054-15.4% |
| Admin fee / account holder | $1,851 | $748+147.3% | $4,138-55.3% | $504+267.3% |