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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 | $56,026 | $67,602-17.1% | $82,312-31.9% | $70,126-20.1% |
| Participation rate | 82.9% | 72.8%+10.2pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 22.85% | 21.57%+1.3pp | 25.88%-3.0pp | 73.15%-50.3pp |
| Employer contribution / active EE | $751 | $1,755-57.2% | $2,428-69.1% | $2,343-68.0% |
| Participant deferral / active EE | $2,722 | $2,987-8.9% | $3,706-26.5% | $3,332-18.3% |
| Admin fee / account holder | $13,081 | $4,512+189.9% | $5,608+133.3% | $4,645+181.6% |