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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 | $85,101 | $67,411+26.2% | $91,004-6.5% | $70,126+21.4% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 15.30% | -40.16%+55.5pp | 4.60%+10.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $402 | $1,786-77.5% | $2,456-83.6% | $2,343-82.9% |
| Participant deferral / active EE | $2,094 | $2,823-25.8% | $3,548-41.0% | $3,332-37.2% |
| Admin fee / account holder | $4,916 | $4,236+16.0% | $5,417-9.3% | $4,645+5.8% |