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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 | $68,971 | $47,848+44.1% | $81,478-15.3% | $70,131-1.7% |
| Participation rate | 85.0% | 58.3%+26.7pp | 68.0%+17.0pp | 69.5%+15.5pp |
| Annual return | 14.94% | 27.25%-12.3pp | 38.78%-23.8pp | 73.14%-58.2pp |
| Employer contribution / active EE | $752 | $1,527-50.8% | $2,568-70.7% | $2,342-67.9% |
| Participant deferral / active EE | $1,615 | $2,453-34.2% | $3,537-54.3% | $3,332-51.5% |
| Admin fee / account holder | $6,191 | $3,145+96.9% | $4,561+35.7% | $4,645+33.3% |