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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 | $100,643 | $76,383+31.8% | $121,663-17.3% | $64,340+56.4% |
| Participation rate | 76.9% | 60.4%+16.5pp | 74.5%+2.4pp | 55.2%+21.7pp |
| Annual return | 12.39% | 16.98%-4.6pp | 147.54%-135.2pp | 24.14%-11.8pp |
| Employer contribution / active EE | $546 | $1,943-71.9% | $3,020-81.9% | $1,862-70.7% |
| Participant deferral / active EE | $4,326 | $3,149+37.4% | $4,887-11.5% | $2,980+45.2% |
| Admin fee / account holder | $7,925 | $4,142+91.3% | $14,289-44.5% | $3,703+114.0% |