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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 | $57,262 | $51,222+11.8% | $70,544-18.8% | $75,173-23.8% |
| Participation rate | 74.5% | 61.0%+13.6pp | 68.4%+6.2pp | 67.2%+7.3pp |
| Annual return | 16.93% | 30.06%-13.1pp | 32.79%-15.9pp | 160.72%-143.8pp |
| Employer contribution / active EE | $451 | $1,827-75.3% | $2,976-84.8% | $2,671-83.1% |
| Participant deferral / active EE | $3,747 | $2,850+31.5% | $4,568-18.0% | $4,126-9.2% |
| Admin fee / account holder | $2,923 | $4,096-28.6% | $6,427-54.5% | $5,651-48.3% |