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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 | $54,917 | $81,331-32.5% | $155,534-64.7% | $80,935-32.1% |
| Participation rate | 89.1% | 66.3%+22.8pp | 78.2%+10.9pp | 67.7%+21.4pp |
| Annual return | 14.48% | 33.37%-18.9pp | 64.92%-50.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $730 | $3,105-76.5% | $4,675-84.4% | $2,757-73.5% |
| Participant deferral / active EE | $6,970 | $3,454+101.8% | $5,630+23.8% | $4,299+62.1% |
| Admin fee / account holder | $2,205 | $7,999-72.4% | $15,900-86.1% | $6,924-68.2% |