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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 | $79,800 | $50,947+56.6% | $74,551+7.0% | $64,173+24.4% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | 8.26% | -1.85%+10.1pp | 32.53%-24.3pp | 7.63%+0.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,793 | $2,302+21.3% | $3,108-10.2% | $3,470-19.5% |
| Admin fee / account holder | $3,859 | $4,221-8.6% | $5,059-23.7% | $4,887-21.0% |