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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 | $75,422 | $94,439-20.1% | $73,658+2.4% | $154,746-51.3% |
| Participation rate | 83.3% | 64.7%+18.7pp | 57.0%+26.3pp | 80.7%+2.6pp |
| Annual return | 24.41% | 28.25%-3.8pp | 29.72%-5.3pp | 172.34%-147.9pp |
| Employer contribution / active EE | $474 | $1,257-62.3% | $1,032-54.1% | $4,379-89.2% |
| Participant deferral / active EE | $3,333 | $2,527+31.9% | $2,062+61.7% | $6,730-50.5% |
| Admin fee / account holder | $7,608 | $3,843+98.0% | $3,357+126.7% | $14,365-47.0% |