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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 | $82,424 | $64,348+28.1% | $90,162-8.6% | $70,131+17.5% |
| Participation rate | 82.5% | 70.4%+12.1pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 16.51% | 28.13%-11.6pp | 34.88%-18.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $505 | $2,046-75.3% | $3,318-84.8% | $2,342-78.4% |
| Participant deferral / active EE | $3,698 | $4,389-15.7% | $5,287-30.1% | $3,332+11.0% |
| Admin fee / account holder | $2,384 | $3,944-39.5% | $5,943-59.9% | $4,645-48.7% |