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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 | $77,620 | $62,672+23.9% | $185,117-58.1% | $70,131+10.7% |
| Participation rate | 82.0% | 63.8%+18.2pp | 77.3%+4.8pp | 69.5%+12.5pp |
| Annual return | 17.41% | 40.79%-23.4pp | 40.50%-23.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $733 | $1,753-58.2% | $4,182-82.5% | $2,342-68.7% |
| Participant deferral / active EE | $3,286 | $3,272+0.5% | $5,045-34.9% | $3,332-1.4% |
| Admin fee / account holder | $1,846 | $3,932-53.1% | $8,159-77.4% | $4,645-60.3% |