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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 | $118,901 | $70,430+68.8% | $96,572+23.1% | $85,851+38.5% |
| Participation rate | 82.6% | 61.8%+20.8pp | 69.8%+12.8pp | 69.3%+13.3pp |
| Annual return | 17.52% | 18.58%-1.1pp | 37.79%-20.3pp | 318.63%-301.1pp |
| Employer contribution / active EE | $676 | $1,413-52.2% | $2,357-71.3% | $2,565-73.6% |
| Participant deferral / active EE | $4,565 | $2,894+57.7% | $3,850+18.6% | $3,952+15.5% |
| Admin fee / account holder | $2,736 | $4,996-45.2% | $6,183-55.7% | $6,261-56.3% |